PERSONAL CFO
Filed: September 3, 1996
investment advising services
Owned by: LORING WARD GROUP, INC.
Serial Number: 75160734
SA FUNDS
mutual fund administration and investment services
Owned by: LORING WARD GROUP, INC.
Serial Number: 75685858
PERSONAL CFO
Tax consultation, contract negotiation and business management
Owned by: LORING WARD GROUP, INC.
Serial Number: 75928820
SYNERVEST
FUNDS OR REAL ESTATE INVESTMENT SERVICES; INSURANCE BROKERAGE SERVICES; AND ESTATE AND SUCCESSION PLANNING SERVICES
Owned by: LORING WARD GROUP, INC.
Serial Number: 76085246
LORING WARD PRIVATE CLIENT
Tax planning services, namely, tax assessments, tax preparation and income tax consultation; business management; contract…
Owned by: LORING WARD GROUP, INC.
Serial Number: 76332701
SA FUNDS
Mutual fund investment and providing administration and shareholder services to mutual funds
Owned by: LORING WARD GROUP, INC.
Serial Number: 85026717
STRUCTURED INVESTING IN AN UNSTRUCTURED WORLD
Mutual fund investment and providing administration and shareholder services to mutual funds
Owned by: LORING WARD GROUP, INC.
Serial Number: 85026732
Image Trademark
Financial advisory services; investment advisory services; mutual fund brokerage services; and mutual fund investment services…
Owned by: LORING WARD GROUP, INC.
Serial Number: 85356114
