Nathan Sonnenberg
Chief Investment Officer at AdvicePeriod LLC
Network origin in Nathan Sonnenberg first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
AdvicePeriod LLC
 AdvicePeriod LLC Investment ManagersFinance AdvicePeriod LLC is a wealth management firm headquartered in Los Angeles, California. The firm was founded by Steven Lockshin in 2013 and is majority owned by Mariner Wealth Advisors LLC. AdvicePeriod provides advisory services to individuals, trusts, estates, family entities, charitable organizations, corporations, and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Nathan Sonnenberg via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Fortigent LLC
 Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Founder | |
| University of Maryland | College/University | Undergraduate Degree | |
Carson Group, Inc.
 Carson Group, Inc. Investment ManagersFinance Carson Group, Inc. provides financial advisory services. It offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. The company was founded by Ronald Lloyd Carson Jr. and is headquartered in Omaha, NE. | Investment Managers | Director/Board Member | |
Just Invest Systems, Inc.
 Just Invest Systems, Inc. Packaged SoftwareTechnology Services Just Invest Systems, Inc. engages in the provision of investment solutions to investment advisers. Its solutions include Panorama and Kaleidosope. The company was founded by Alan Cummings, Jonathan Hudacko, and Vijay Rao in 2016 and is headquartered in Oakland, CA. | Packaged Software | Director/Board Member | |
Vanguard Personalized Indexing Management LLC
 Vanguard Personalized Indexing Management LLC Investment ManagersFinance Vanguard Personalized Indexing Management LLC (VPIM) is a registered investment advisor headquartered in Oakland, California. The firm was founded by Jonathan Hudacko, Vijay Rao and Alan Cummings in 2016 as Just Invest LLC and became Vanguard Personalized Indexing Management LLC in 2022. It is a subsidiary of Just Invest Systems, Inc., ultimately held by The Vanguard Group, Inc. VPIM provides professional portfolio management services to Registered Investment Advisor (RIA) firms and wealth managers who service individuals, families, family offices and small endowments and foundations. | Investment Managers | Director/Board Member | |
| VELOCITY MERGER CORP. | Financial Conglomerates | Director/Board Member | |
| Steve Lockshin LLC | Corporate Officer/Principal | ||
OpenAdvisor Technologies, Inc.
 OpenAdvisor Technologies, Inc. Packaged SoftwareTechnology Services OpenAdvisor Technologies, Inc. is the creator of Vanilla, an estate planning and wealth management software designed for financial advisors. The company is based in Los Angeles, CA. Vanilla enables advisors to provide more value to their clients and attract new prospects without requiring any specialized expertise. The company was founded in 2019 by Steven David Lockshin and David Hauser. Gene M. Farrell has been the CEO of the company since 2022. | Packaged Software | Founder |
Statistics
International
| United States | 12 |
Sectoral
| Finance | 8 |
| Technology Services | 3 |
| Consumer Services | 2 |
Operational
| Founder | 5 |
| Director/Board Member | 5 |
| Corporate Officer/Principal | 3 |
| Chairman | 1 |
| Undergraduate Degree | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Steven David Lockshin | 12 |
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