Coefficient Capital: new SEC registration, $735M AUM, New York, NY
2026-10-01
Hilco Investment Advisors, LLC: new SEC registration, $313M AUM, Northbrook, IL
2026-10-01
Wells Capital Advisors LLC: applying for SEC registration, Las Vegas, NV
2026-10-01
Nextreg Advisors LLC: applying for SEC registration, Miami, FL
2026-10-01
Everoak Wealth Co: applying for SEC registration, Colorado Springs, CO
2026-10-01
Public records via
NewRiaPulse
on Zalwin. Informational only.