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Showing 1 - 2 of 2 results
FUND ADMINISTRATIVE SERVICES,LLC
FUND ADMINISTRATIVE SERVICES,LLC
Salina, Kansas
1-24 employees
Allied Fund Services, LLC (AFS) provides a wide array of fund administration services to alternative asset management companies with a concentration on private equity. As a boutique third-party administration (TPA) firm, we offer a variety of customized services to meet the needs of our clients as they manage a multitude of fund strategies and structures. We serve as TPAs for onshore and offshore domiciled funds and different tax jurisdictions. Our clients benefit from the vision and experience of our senior management team who have served in the roles such as Director of Operations, Controller, Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer. The CPAs on our team have deep public accounting and industry experience. AFS has offices located in the Greater New York metropolitan-area and Houston, Texas. Learn more about our firm by visiting www.alliedfundservices.com or send an email to [email protected].
Retirement Benefits Rank
Top Benefits
WERTH WEALTH MANAGEMENT, LLC
WERTH WEALTH MANAGEMENT, LLC
Hays, Kansas
1-24 employees
WERTH WEALTH MANAGEMENT, LLC is a financial services company based out of 1200 Main St, 6th Fl, Hays Kansas, United States. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Werth Wealth Management, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm Source: Forbes.com (January, 2020). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,000 advisors nominated by their firms, 4,000 received the award (32 were from Kansas). This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond Ja
Retirement Benefits Rank
Market Laggard