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Recently Released!!!
Date Published: May 2012
Comprehensive Power Point Deck: 86 Slides
Summary Power Point Deck: 24 Slides
Loring Ward was founded as Reinhardt Werba & Bowen by Carl Reinhardt, Alan Werba, & John Bowen in 1975 and is based in San Jose, CA. Loring Ward has 80 employees, 80 institutional clients, 500 financial advisor clients, 10,000 end clients, $7.2 billion assets under management, $43 million revenues, $8.0 million EBITDA, & $6.0 million pre-tax profits. Loring Ward is led by its CEO Alex Potts. Its web sites can be found at www.loringward.com & www.sa-funds.net.
Loring Ward's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Reinhardt Werba Bowen Broker/Dealer Phase
- Reinhardt Werba Bowen RIA Phase
- Assante Phase
- Loring Ward International Phase
- Loring Ward Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, financial advisor clients, end clients, assets under management, revenues, EBITDA, & pre-tax profits.
Its profile includes detailed outlines of its core businesses.
- TAMP (SA Funds)
- Strategic Relationships
And its profile concludes with the highlights of its organizational structure & ownership.
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