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Capital Tactics, based in the Cincinnati metro area, provides financial advisory services to industry, private equity firms, and entrepreneurs. Services include guidance in Mergers and Acquisitions, Capital Raising, Financial Management, and Technology Services. Capital Tactics was founded by Dino Lucarelli, CPA, a former public company Chief Financial Officer and industry veteran in corporate finance and management.
Amoco Federal Credit Union is a Texas City, TX-based company in the Financial Services sector.
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
Midwest Regional Credit Union is a Kansas City, KS-based company in the Financial Services sector.
CTAS Global Transportation Collection Service is a Milltown, NJ-based company in the Financial Services sector.