Statements (48)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Advisory Firm
|
| gptkbp:awards |
Best Advisory Firm 2021
|
| gptkbp:CEO |
Jane_Smith
|
| gptkbp:communityInvolvement |
Volunteer Work
Sponsorship of Local Events Local_Business_Associations |
| gptkbp:customerBase |
High Net Worth Individuals
Institutional Investors |
| gptkbp:customerService |
4.8/5
|
| gptkbp:events |
Annual Investor Conference
Webinars on Market Trends Client Appreciation Events |
| gptkbp:focusArea |
Financial Planning
Asset Allocation Wealth_Management |
| gptkbp:foundedBy |
gptkb:John_Doe
|
| gptkbp:headquarters |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Intermedium Advisors
|
| gptkbp:industry |
Financial_Services
|
| gptkbp:investmentFocus |
Value Investing
Growth Investing Income Investing |
| gptkbp:location |
gptkb:United_States
|
| gptkbp:mission |
To provide tailored financial solutions.
|
| gptkbp:numberOfEmployees |
50
|
| gptkbp:partnerships |
Global_Investment_Network
|
| gptkbp:philanthropy |
Financial literacy programs
Supports local charities |
| gptkbp:regulatoryBody |
gptkb:FINRA
gptkb:SEC |
| gptkbp:researchInterest |
Risk Management Techniques
Investment Strategies for 2023 Market Outlook 2023 |
| gptkbp:revenue |
10 million USD
|
| gptkbp:services |
Risk Management
Investment Advisory Portfolio_Management |
| gptkbp:socialMedia |
Facebook
|
| gptkbp:technology |
Financial Analysis Tools
Portfolio_Management_Software Client_Relationship_Management_Software |
| gptkbp:trainingPrograms |
Ethics Training
Professional_Development_Workshops Certifications_for_Financial_Advisors |
| gptkbp:website |
www.intermediumadvisors.com
|
| gptkbp:yearEstablished |
2010
|