CTOs on the Move

Three Cord True Wealth Management

www.3ctruewealth.com

 
Three Cord True Wealth Management is a registered investment advisor. Securities offered through LPL Financial, Member SIPC. https://t.co/x4CIKA2fvC
  • Number of Employees: 0-25
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Lumia Capital

Lumia is built from the ground up to help companies grow faster through unique GLOBAL and MOBILE capabilities, paired with AGILE execution. We aim to be a trusted partner as you evaluate and execute domestically and internationally, further distancing you from the competition.

BlockSeed Investments

Blockseed Investments is an ecosystem for financial research, investments and technical development. Our company accomplishes by offering three services that are lacking in the cryptocurrency/blockchain space.

Commerce Street Holdings

Commerce Street Holdings, LLC ("CSH") , headquartered in Dallas, Texas, is a premier investment banking firm serving and investing in financial institutions across the United States since 2007. CSH is comprised of the following entities: ♦ Commerce Street Capital, LLC, (Member FINRA/SIPC) is a broker-dealer whose services include: • Mergers & Acquisitions - Financial Institutions and Corporations • Bank Capital Raise • Private Placement of Debt & Equity • Regulatory Advisory • Valuations & Fairness Opinions • Small Business Investment Company ("SBIC") Funds • Alternative Solutions • Corporate & Real Estate Investment Banking ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Investment Management (“CSIM”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and is an SEC-registered Investment Adviser that provides asset management services for private equity and credit opportunity funds that invest in bank and financial institution related transactions. ♦ Commerce Street Investment Advisor (“CSIA”), dba Commerce Street Peak Advisors (“CSPA”), a wholly-owned subsidiary of Commerce Street Holdings LLC, a Texas limited liability company and SEC-registered. CSPA provides quality, comprehensive, and cost-effective retirement plan solutions for 401(k), 403(b), and 457 plan clients and their employees. CSPA services include: • Low-cost, professionally managed risk-based portfolios • Lower management fees • Assistance with creating investment policy statements • Participant education • Fully bundled services through the Vanguard Group, Inc.

Trafin

Trafin is a New York, NY-based company in the Financial Services sector.

Premier Lending Group Inc

Premier Lending Group Inc is a Aliso Viejo, CA-based company in the Financial Services sector.