| Firm Name | Type | Location | AUM | Contact | |
|---|---|---|---|---|---|
| Public Pension Fund | Doylestown, United States | $943M | |||
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About
Bucks County PA Retirement Board is a public pension fund based in Doylestown, US. Founded in 1942. Reported AUM: $943M. Founded1942 Website Contacts
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| Family Office - Multi | Doylestown, United States | $290M | |||
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About
SFG Wealth Planning Services (SFG) is a multi-family office based in Doylestown, Pennsylvania. Established in 1993, the firm provided family office services including asset management, insurance risk management, tax planning, and estate management. The firm got acquired by Savant Wealth Management in 2022. Founded1993 Website SectorsInvestment Management, Equity/Mutual Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirem... Investment TypesInvestment Funds, Private Equity, Venture Capital, Joint Venture/Partner Contacts
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LMLMZ Partners |
Family Office - Multi | Doylestown, United States | — | ||
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About
LMZ Partners is a multi-family office based in Doylestown, Pennsylvania. The assets of the firm are managed by its executive management team. Contacts
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Showing 5 of 3 LPs
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