I would like get the list of registered investment advisors in
California. These are the advisors who manage less than $25 million.
(The advisors who manage more than $25 million are registered with
SEC, i am not interested in that list).
For example, the list is easily available for RIAs in Oregon at
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The list should include, to a minimum:
Full Name
Complete mailing addresss
Preferably, it should also include:
Telephone number
Assets under management
Number of clients
I expect (bot don't know for sure) that a list like exists some place on the internet.
Here is an idea: go to the site below and find all the advisors that are located in California. To start, use the following parameters:
Firm = LE
Check the CONTAINS checkbox
GO
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## Deliverables
1) Complete and fully-functional working program(s) in executable form as well as complete source code of all work done.
2) Deliverables must be in ready-to-run condition, as follows (depending on the nature of the deliverables):
a) For web sites or other server-side deliverables intended to only ever exist in one place in the Buyer's environment--Deliverables must be installed by the Seller in ready-to-run condition in the Buyer's environment.
b) For all others including desktop software or software the buyer intends to distribute: A software installation package that will install the software in ready-to-run condition on the platform(s) specified in this bid request.
3) All deliverables will be considered "work made for hire" under U.S. Copyright law. Buyer will receive exclusive and complete copyrights to all work purchased. (No GPL, GNU, 3rd party components, etc. unless all copyright ramifications are explained AND AGREED TO by the buyer on the site per the coder's Seller Legal Agreement).
## Platform
List