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The Vanguard Group, Inc. The Vanguard Group, Inc. (commonly known as simply Vanguard ), is an American registered investment advisor based in Malvern, Pennsylvania, with about $7.7 trillion in global assets under management, as of April 2023. [3] It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds ...
Wellington Management Company. Wellington Management Company is a private, independent investment management firm with client assets under management totaling over US$1 trillion based in Boston, Massachusetts, United States. The firm serves as an investment advisor to over 2,200 institutions [2] in over 60 countries, as of 30 June 2020. [3]
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History. Ken Fisher founded the firm in 1979, incorporated in 1986, [citation needed] then served as CEO until July 2016, when he was succeeded by long-time Fisher Investments employee Damian Ornani. Fisher remains active as the firm's executive chairman and co-chief investment officer. [5]
Merrill (officially Merrill Lynch, Pierce, Fenner & Smith Incorporated ), previously branded Merrill Lynch, is an American investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities.
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JPMorgan Chase & Co. is an American multinational finance company headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States and the world's largest bank by market capitalization as of 2023. [4] [5] As the largest of Big Four banks, the firm is considered systemically important by the Financial ...
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