| Name | Title | Contact Details |
|---|
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 15 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had more than $179 billion in assets under advisement and management as of March 31, 2015. The company has operations in 27 countries.
Montgomery Street Financial is a San Francisco, CA-based company in the Financial Services sector.
Barret Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.
Assante Financial Management Ltd. - Alim Dhanji is a Vancouver, BC-based company in the Financial Services sector.
Green Valley Wealth Advisors is a San Francisco, CA-based company in the Financial Services sector.