Worth

Keller Williams Encino-Sherman Oaks Completes Record $1.3 Billion Sales Volume and 1,342 Units Closed in 2019

Retrieved on: 
Thursday, January 16, 2020
Keller, Worth, Magazines

The Company closed 1,342 units overall during that timeframe.

Key Points: 
  • The Company closed 1,342 units overall during that timeframe.
  • Keller Williams Encino-Sherman Oaks is one of the largest and most successful real estate brokerages in the San Fernando Valley and Los Angeles Metropolitan area.
  • Keller Williams Realty has a mission to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving.
  • Keller Williams thinks like a top producer, acts like a trainer-consultant, and focuses all of its activities on service, productivity, and profitability.

Global Affluent and High Net Worth Markets 2019: $150K-$249K HH Income, $250K+ HH Income, $1MM+ HH Income, At Least $1 Million Net Worth, At Least $5 Million Net Worth

Retrieved on: 
Tuesday, September 10, 2019
Personal finance, Wealth, Net worth, Worth, Distribution of wealth, Magazines

DUBLIN, Sept. 10, 2019 /PRNewswire/ --The "Affluent and High Net Worth Market: Wealth, Banking, and Payments Trends, 8th Edition" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • DUBLIN, Sept. 10, 2019 /PRNewswire/ --The "Affluent and High Net Worth Market: Wealth, Banking, and Payments Trends, 8th Edition" report has been added to ResearchAndMarkets.com's offering.
  • The report emphasizes 5-year and 10-year trends over time, including market sizing, attitudes, usage, and other metrics.
  • Throughout the report, affluent and high-net-worth consumers and households are segmented as follows:
    The analysis focuses primarily on base affluent, middle/upper affluent, and high-net-worth demographics.
  • Emphasis is also placed on affluence and net worth by generation and age, as well as other demographics.

Miracle Mile Advisors Recognized as a Top 50 Fastest Growing Firm

Retrieved on: 
Wednesday, July 24, 2019
Economy, Financial advisors, Financial services, Geography of Los Angeles, Registered Investment Adviser, Miracle Mile, Financial adviser, Worth

Miracle Mile Advisors was named by Financial Times as one of 2019's Top Registered Investment Advisers , and appeared on FA Magazine's Top 50 Fastest Growing Firms and RIA Ranking lists.

Key Points: 
  • Miracle Mile Advisors was named by Financial Times as one of 2019's Top Registered Investment Advisers , and appeared on FA Magazine's Top 50 Fastest Growing Firms and RIA Ranking lists.
  • Through extensive research, Miracle Mile Advisors was hand-selected by FA Magazine and listed as No.
  • I could not be happier to work alongside this talented group," said Kevin Barlow, Managing Director of Miracle Mile Advisors.
  • About Miracle Mile Advisors: Miracle Mile Advisors is a leader in providing independent investment advice to high net worth families and businesses nationwide.

White Oaks Wealth Advisors Earns a Spot on Financial Advisor Magazine's 2019 RIA Survey and Ranking

Retrieved on: 
Sunday, July 21, 2019
Economy, Finance, Money, Investment management, Financial management, Stock market, Wealth management, Worth

MINNEAPOLIS, July 21, 2019 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to announce their listing in Financial Advisor Magazine's 2019 RIA Survey and Ranking .

Key Points: 
  • MINNEAPOLIS, July 21, 2019 /PRNewswire-PRWeb/ -- White Oaks Wealth Advisors is pleased to announce their listing in Financial Advisor Magazine's 2019 RIA Survey and Ranking .
  • Sharon Bloodworth , CEO of White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. comments, "It is an honor to be included in the 2019 survey and list once again.
  • With the various RIA options available we are thrilled to have the wonderful group of clients that we do.
  • White Oaks Wealth Advisors, Inc. and White Oaks Investment Management, Inc. are private, fee-only Wealth Management and Family Office firms within Minneapolis, MN and Longboat Key, FL that specialize in simplifying the complexities of wealth for upper net worth individuals.

Telemus Welcomes New Financial Life Advisor, Trever Helmstead

Retrieved on: 
Thursday, July 11, 2019
Economy, Professional certification in finance, Finance, Money, Telemus, High-net-worth individual, Net worth, Chartered Financial Analyst, Worth

SOUTHFIELD, Mich., July 11, 2019 /PRNewswire-PRWeb/ --Southfield-based Telemus, an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions for high net worth and ultra high net worth individuals and institutional investors, is pleased to welcome Trever Helmstead to our experienced team of financial life advisors.

Key Points: 
  • SOUTHFIELD, Mich., July 11, 2019 /PRNewswire-PRWeb/ --Southfield-based Telemus, an independent, fee-based firm that offers comprehensive financial advisory, investment management and asset management solutions for high net worth and ultra high net worth individuals and institutional investors, is pleased to welcome Trever Helmstead to our experienced team of financial life advisors.
  • He also had the chartered financial analyst designation (CFA), a global designation that measures and certifies the aptitude and integrity of financial analysts.
  • "We're excited to welcome Trever to the Telemus team," said Gary Ran, Telemus Chairman/CEO, Senior Financial Life Advisor, and founding partner.
  • In addition, his experience working with affluent individuals and families helping them reach their financial goals, dovetails well with our financial life management approach."

Jay Hartley is recognized by Continental Who's Who

Retrieved on: 
Tuesday, July 9, 2019
Worth, Dallas–Fort Worth metroplex, Magazines

FORT WORTH, Texas, July 9, 2019 /PRNewswire/ --Jay Hartley is recognized by Continental Who's Who in the Dallas Fort Worth area for his work in the Investment real estate and Property Management field.

Key Points: 
  • FORT WORTH, Texas, July 9, 2019 /PRNewswire/ --Jay Hartley is recognized by Continental Who's Who in the Dallas Fort Worth area for his work in the Investment real estate and Property Management field.
  • Jay is the Co-Owner and Chief Operations Officer at Frontline Property Management, Inc.
  • Focusing on single and multifamily properties, Frontline Property Management, Inc. is a full service management company dedicated to their clientele.
  • In affirmation of his accolades, Mr. Hartley is recognized as one of the most trusted names in the property management industry.

Citibank Named “Best Bank for High-Net-Worth Families” by Kiplinger’s for Third-Straight Year

Retrieved on: 
Tuesday, July 2, 2019
Professional services, Finance, Consulting, Banking, Accounting, Citigroup, Financial services, Companies, Economy of New York City, Citibank, Bank, Worth

For the third consecutive year, Citibank has been named Best Bank for High-Net-Worth Families by Kiplingers Personal Finance, which cited the unique and abundant perks available to Citigold clients.

Key Points: 
  • For the third consecutive year, Citibank has been named Best Bank for High-Net-Worth Families by Kiplingers Personal Finance, which cited the unique and abundant perks available to Citigold clients.
  • Kiplingers third-annual edition of The Best Bank for You highlights national, regional and Internet banks, as well as credit unions.
  • The magazine also selects standout institutions in five personalized categories: No-Fee-No-Fuss, Retirees, Families with Students, Frequent Travelers and High-Net-Worth Families.
  • Being recognized by Kiplingers as the Best Bank for High-Net-Worth Families for a third-straight year affirms we are building a high tech, high touch relationship with our clients.

Packaged Facts: Why Banks and Creditors Can Bet on Affluent, High Net Worth Consumers Even During Recession

Retrieved on: 
Thursday, June 6, 2019
Economy, Unemployment, Household net worth, Personal finance, Worth, Wealth, Recession, Distribution of wealth, Magazines, Wealth in the United States

From 2010 to 2019, the number of affluent households has risen by 90%, and average affluent household net worth has risen 12%.

Key Points: 
  • From 2010 to 2019, the number of affluent households has risen by 90%, and average affluent household net worth has risen 12%.
  • Meanwhile, there are an estimated 16.2 million high net worth households, up 47% from 2010.
  • For more immediate gratification, marketers can target $5 million+ net worth households, which have a whopping $82 trillion in wealth.
  • As prognosticators attempt to call the beginning of the next recession, one thing is fairly certain: Affluent and high-net worth families are a decent recession bet.

Tiedemann Advisors Opens New Office in Portland, Oregon, Unifying West Coast Presence

Retrieved on: 
Tuesday, June 4, 2019
Professional services, Banking, Finance, Distribution of wealth, High-net-worth individual, Worth, Magazines, Investment management

Tiedemann Advisors, one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations, and endowments, announced today it is opening an office in Portland, Oregon, unifying the west coast region between Tiedemanns offices in San Francisco and Seattle.

Key Points: 
  • Tiedemann Advisors, one of the largest independent investment and wealth advisors for high-net-worth individuals, families, trusts, foundations, and endowments, announced today it is opening an office in Portland, Oregon, unifying the west coast region between Tiedemanns offices in San Francisco and Seattle.
  • The office will be located at 1120 NW Couch Street in the Brewery Blocks of Portlands Pearl District.
  • The office will open with two of Tiedemanns senior advisors, Brad Harrison and Kate Donnelly.
  • Tiedemann Advisors is an independent investment and wealth advisor for high-net-worth individuals, families, trusts, foundations and endowments.

JPI is Honored to Be Recognized within National Multifamily Housing Council’s “Top 25 Developer & Builder” Rankings

Retrieved on: 
Wednesday, May 15, 2019
Construction & Property, Residential Building & Real Estate, Worth, Magazines

The National Multifamily Housing Council (NMHC) recently named JPI the eighth largest apartment developer in the nation, meaning JPI has moved up one spot from the councils 2018 rankings.

Key Points: 
  • The National Multifamily Housing Council (NMHC) recently named JPI the eighth largest apartment developer in the nation, meaning JPI has moved up one spot from the councils 2018 rankings.
  • Additionally, JPI earned the ninth spot on NMHCs 25 Largest Builders list, moving up two spots from the previous years rankings.
  • Our recognition from the NMHC only validates that we have assembled a team of the best people in our industry.
  • JPI is a national developer, builder and investment manager of Class A multifamily assets across the U.S. and is the most active multifamily developer in Dallas-Fort Worth, with over 5,000 apartment homes under construction.