Source of Funding


Summary

This firm appears to focus on private equity investments, but the mandate does not seem very explicit.
  • Investing Firm Name: Alkek & Duncan Investments
  • Company Type: Family Office
  • Website: cfdinvestments.com
  • Website (Other):
  • Private Equity?: FALSE
  • Private Debt?: FALSE
  • Infrastructure?: FALSE
  • Real Estate?: FALSE

Company Contacts



Contact 1
First name: Marc
Last name: Kantrowitz
Email: brandon.akers@cfdinvestments.com
Confidence score: 99
Type of Email: personal
Number of Sources: 1


Contact 2
First name: Emma
Last name: Thornton
Email: jeff.larimore@cfdinvestments.com
Confidence score: 99
Type of Email: personal
Number of Sources: 5


Contact 3
First name: Jennie
Last name: Scott
Email: robert.fredrikson@cfdinvestments.com
Confidence score: 98
Type of Email: personal
Number of Sources: 5


Contact 4
First name: Marla
Last name: Dansky
Email: bruce.western@cfdinvestments.com
Confidence score: 97
Type of Email: personal
Number of Sources: 6


Contact 5
First name: Samantha
Last name: Lewis
Email: douglas.shields@cfdinvestments.com
Confidence score: 97
Type of Email: personal
Number of Sources: 3


Contact 6
First name: Pam
Last name: Chudzik
Email: stanley.riggs@cfdinvestments.com
Confidence score: 96
Type of Email: personal
Number of Sources: 5


Contact 7
First name: Colleen
Last name: Shanahan
Email: stuart.breeden@cfdinvestments.com
Confidence score: 96
Type of Email: personal
Number of Sources: 5


Contact 8
First name: Geoffrey
Last name: Harden
Email: jim.hoodenpyle@cfdinvestments.com
Confidence score: 95
Type of Email: personal
Number of Sources: 1


Contact 9
First name: Camille
Last name: Haggerty
Email: andrew.klinker@cfdinvestments.com
Confidence score: 95
Type of Email: personal
Number of Sources: 2


Contact 10
First name:
Last name:
Email:
Confidence score:
Type of Email:
Number of Sources:

Location

 

  • Country:
  • City:

Due Diligence

Sources & Other Info

AUM: $231 M (387 accounts); investment-advisors.findthebest.com/l/25498/Integrated-Wealth-Counsel-Llc

  • Confidence Scores: 99;99;99;98;97;97;96;96;95;95
  • This page last updated: 44561

Amount of Sources: 1;1;5;5;6;3;5;5;1;2

http://matsonretirementplanning.com/team;http://brandonakers.com;http://spectrumfinancialgroup.net/gift-tax.c1285.htm;http://fredriksonfinancial.com/p/our-services;http://financialharmonydesigns.com;http://mayfg.com/meet-the-team;http://standingfirmfinancial.com;http://breedencpa.com;http://swsplanning.com/index.cfm;http://andyklinker.com/resource-center/tax/tax-freedom-day

http://spectrumfinancialgroup.net/indexed-annuities.c102.htm;http://fredriksonfinancial.com/resource-center/tax/social-security-taxes;http://financialharmonydesigns.com/contact;http://mayfg.com/team/douglas-shields-lutcf;http://standingfirmfinancial.com/controlling-the-distribution.c114.htm;http://breedencpa.com/resource-center/lifestyle/coaches;http://andyklinker.com

http://spectrumfinancialgroup.net/learning_center/calculators/ltc_self_insurance;http://fredriksonfinancial.com;http://peritiaadvisors.com/bruce-western;http://mayfg.com/team;http://standingfirmfinancial.com/home-equity-loans.c69.htm;http://breedencpa.com/resource-center/lifestyle/financial-aid-for-students-101

http://spectrumfinancialgroup.net;http://fredriksonfinancial.com/resource-center/retirement;http://financialharmonydesigns.com/investor-profile-questionnaire;http://standingfirmfinancial.com/learning_center/calculators/roth_ira_conversion;http://breedencpa.com/resource-center/lifestyle/the-richest-man-in-babylon

http://spectrumfinancialgroup.net/growth-stocks-vs–value-stocks.c1022.htm;http://fredriksonfinancial.com/resource-center/retirement/a-fruitful-retirement-social-security-benefit;http://financialharmonydesigns.com/our-mission-statement;http://standingfirmfinancial.com/your-business-and-retirement.c1044.htm;http://breedencpa.com/resource-center/lifestyle/suddenly-single-3-steps-to-take-now

http://financialharmonydesigns.com/our-qualifications

Disclaimer

This information is strictly subject to Raises.com/disclaimer and Raises.com/terms