Network origin in Ben Hicks first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Soundmark Wealth Management LLC
 Soundmark Wealth Management LLC Investment ManagersFinance Soundmark Wealth Management LLC (SWM) is a SEC-registered investment advisor headquartered in Kirkland, Washington. The firm was founded in 1999 and formerly known as Sagemark Wealth Management LLC and Pacific Asset Management LLC. They were acquired by Edelman Financial Engines LLC in 2024. SWM provides advisory services to various types of clients such as individuals, trusts, and individual pension plan accounts.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ben Hicks via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Pacific Asset Management LLC (Washington)
 Pacific Asset Management LLC (Washington) Investment ManagersFinance Pacific Asset Management LLC (PAM) is an independent, SEC-registered investment advisor headquartered in Gig Harbor, Washington. The firm was founded in 1998 by Gary Lucy and Don Cox. PAM provides investment management services primarily to high net-worth individuals. | Investment Managers | Analyst-Equity | |
| Texas A&M University | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree |
Statistics
International
| United States | 5 |
| Canada | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Operational
| Portfolio Manager-Equities | 3 |
| Portfolio Manager-Fixed Income | 3 |
| Corporate Officer/Principal | 2 |
| Undergraduate Degree | 2 |
| Analyst-Equity | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Bill Schultheis | 5 |
| Kaliko Michelle Veiseh | 2 |
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