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Showing 1 - 12 of 57 results
BANYAN SECURITIES LLC
BANYAN SECURITIES LLC
Larkspur, California
1-24 employees
Banyan Securities Co is an investment management company based out of 100 Drakes Landing Rd # 125, Greenbrae, California, United States.
Retirement Benefits Rank
Market Laggard
NATIONAL RICE COMPANY
NATIONAL RICE COMPANY
Larkspur, California
1-24 employees
• Maintain and enhance existing client relationships • Ensure a thorough response to a high volume of daily client inquiries via e-mail and telephone conversations. • Facilitate effective communication with suppliers, carriers and buyers • Responsible for Contract Management, Purchasing Support – enter new orders, revise/modify orders, and Shipment Tracking • Primary liaison between suppliers, carriers, and buyers. • Negotiate and Resolve Problems and/or issues effectively and in a timely fashion • Provide daily, weekly and quarterly commodity production and pricing report to clients
Retirement Benefits Rank
Below Market
ALTA PARK CAPITAL, LP
ALTA PARK CAPITAL, LP
San Francisco, California
1-24 employees
Alta Park Capital, LP is an investment adviser with principal operations in San Francisco, California. Alta Park invests in public equity securities focusing in the Technology, Media and Telecommunications sectors. The firm commenced operations in 2013.
Retirement Benefits Rank
Top Benefits
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
THE ADVISORY GROUP OF SAN FRANCISCO, LLC
San Francisco, California
1-24 employees
Life-changing financial advice for Northern California business owners and leaders. We help you with your personal wealth financial plan and investments, retirement plans for your employees, or your impact in the community through endowments and foundations. The Advisory Group of San Francisco celebrates over 20 years of helping our clients secure their financial independence. As a pioneer in the industry, we are one of the first independent fee-only financial advice firms in the U.S. We’ve been a true fiduciary since the beginning, putting the interests of our clients above all else. We guide our clients through complex life-changing and smaller day-to-day decisions in the face of national and world economic events. Forward-focused, we combine our experience and expertise to help you make choices knowing the totality of your financial picture. When you work with us, you benefit from a fellow Bay Area business—a tight-knit cohort of expert advisors—that offers boutique-quality financial planning and investment services. Plus, you gain the advantage of top-tier research only billion-dollar entities are normally privy to. The end result is having a team you can count on to anticipate what you need and free up your time to focus on what’s most important to you. The Advisory Group of San Francisco, LLC
Retirement Benefits Rank
Market Competitive
BLUME CAPITAL MANAGEMENT, INC.
BLUME CAPITAL MANAGEMENT, INC.
Berkeley, California
1-24 employees
Blume Capital Management Inc is an investment management company based out of 1708 Shattuck Ave, Berkeley, CA, United States.
Retirement Benefits Rank
Top Benefits
NNV NEW VENTURES, INC.
NNV NEW VENTURES, INC.
San Francisco, California
25-49 employees
New North Ventures is a venture capital firm focused on technologies that both provide solutions to our national security threats and help commercial interests create enterprise value. We leverage leading edge innovation to create partnerships with our portfolio companies to drive strategic value.
Retirement Benefits Rank
Market Leading
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PHOENIX VENTURE PARTNERS
PHOENIX VENTURE PARTNERS
San Mateo, California
1-24 employees
Phoenix Venture Partners LLC (PVP) invests in the convergence of advanced materials, biology and hardware with advanced computation and AI (Convergent Tech). We employ a multi-stage investment strategy, encompassing both seed and venture investment programs, and assist entrepreneurs with recruiting and customer and supply chain business development.
Retirement Benefits Rank
Market Leading
WATERSHED ASSET MANAGEMENT, LLC
WATERSHED ASSET MANAGEMENT, LLC
San Francisco, California
1-24 employees
Watershed Asset Management, L.L.C.is a San Francisco-based employee-owned alternative investment firm that was founded in 2002. Our investment objective is to prioritize the preservation of capital while generating superior risk-adjusted returns over business and economic cycles. Our strategy is to invest in securities of companies, industries and assets that are misunderstood, mispriced or which we believe are at an inflection point.
Retirement Benefits Rank
Market Laggard
J.P. KING ADVISORS, INC.
J.P. KING ADVISORS, INC.
Walnut Creek, California
1-24 employees
J.P. King Advisors, Inc. is an SEC Registered Investment Advisor located in Walnut Creek, CA. The firm advises individuals, retirement plans and foundations in the planning and management of assets towards the achievement of financial goals. The firm utilizes an Institutional Strategic Asset Allocation approach in building and managing portfolios. Driven by a strong belief in effective diversification and a commitment to low costs, the firm primarily uses institutional class mutual funds and exchange traded funds, both passive (index) and active, in implementing strategies defined by risk exposure. Portfolios are transparent, liquid, public traded securities held at major financial services firms, mainly Charles Schwab and Fidelity Investments.
Retirement Benefits Rank
Market Leading
BRIO CONSULTANTS, LLC
BRIO CONSULTANTS, LLC
San Francisco, California
1-24 employees
Brio Consulting works with local governments, utilities, and other stewards of our infrastructure, resources, and quality of life. We help our clients provide reliable service and infrastructure at a reasonable cost, now and for generations to come. Services include process optimization, performance management, and technology planning and implementation.
Retirement Benefits Rank
Market Leading
VANTAGE WEALTH MANAGEMENT, LLC
VANTAGE WEALTH MANAGEMENT, LLC
San Mateo, California
1-24 employees
I am a CERTIFIED FINANCIAL PLANNER™ professional and owner of Vantage Wealth Management based in Sunnyvale, TX. I have over a decade of financial planning experience. While proper planning requires a high level of technical knowledge and expertise, I believe everything starts with a relationship and understanding of each individual's values, priorities, and emotions. As a fiduciary, I take the time to truly know my clients so I can help make the decisions that matter most in their financial lives. Phone: (214) 395-6590 Email: [email protected] https://www.vantagewm.com
Retirement Benefits Rank
Top Benefits
CROSSTOWN MANAGEMENT GROUP, LLC
CROSSTOWN MANAGEMENT GROUP, LLC
San Francisco, California
1-24 employees
Watchtower works with organizations in the disability and mental health field in the Midwestern United States to find and provide appropriate housing for the people they support. We assist in locating and acquiring quality homes that are affordable for all parties involved. Watchtower allows you to put more focus on your organizations day to day operations by taking the burden of identifying and acquiring properties off your shoulders. We are here to help simplify the real estate needs of your organization so you can spend less time worrying about finding and acquiring affordable and appropriate housing and more time on daily operations. We bring many years of experience in disability housing to the table and are ready to assist you! Watchtower will work closely with you to find solutions that work for your organization and the people you support. We are ready to partner with your organization and be a solution to your housing needs. Watchtower strives to be an important resource that not only our community partners can benefit from but also allows growth and opportunity for the people they serve. We understand the challenges your organization faces and are positioned to assist you to streamline efficiencies. We strive to provide a fair and honest service. We believe every person has value and everyone should have access to affordable quality housing. A partnership with Watchtower can assist you in reaching quality outcomes for the people you support.
Retirement Benefits Rank
Top Benefits
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