Recently Released!!!
Date Published: November 2011
162 Slides
Advanced Equities was founded in 1999 and is based in Chicago, IL. Advanced Equities has 223 employees, 500 rep offices, 1,000 reps, $30 billion assets under administration, and generates $158 million revenues. The company is led by its Chairman Keith Daubenspeck and CEO Dwight Badger. Advanced Equities' web sites can be found at www.advancedequities.com, www.firstallied.com, www.joinfasi.com, www.roundhill.com, & www.gbfs.com.
Advanced Equities' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Early Phase
- Acquisitions Phase
- Streamlining Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Venture Capital Investment Banking Group
- Private Client Group
- Independent Advisors Group
- Wealth Management Group
And its profile concludes with the highlights of its organizational structure & ownership.
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