|
Peter Mallouk
Creative Planning, LLC is an independent wealth management firm and registered investment advisor majority owned by American financial advisor Peter Mallouk. The firm was founded in 1983, and is headquartered in Overland Park, Kansas. History Early history and growth Creative Planning was founded in 1983 in Overland Park, Kansas, a suburb of Kansas City, Missouri. The business initially operated as a small division within a larger financial services provider. In 1999, Peter Mallouk began working as an Estate planning, estate planner for the firm and performing other consulting functions in his capacity as an attorney. He acquired Creative Planning in 2004. The division was managing $34 million in assets at the time and had around 30 clients. Mallouk focused on growing the firm organically. By 2007, Creative Planning's assets under management (AUM) had expanded to $591 million and Barron's identified Mallouk as one of the country's top independent financial advisers. In 201 ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |
Privately Held Company
A privately held company (or simply a private company) is a company whose Stock, shares and related rights or obligations are not offered for public subscription or publicly negotiated in their respective listed markets. Instead, the Private equity, company's stock is offered, owned, traded or exchanged privately, also known as "over-the-counter (finance), over-the-counter". Related terms are unlisted organisation, unquoted company and private equity. Private companies are often less well-known than their public company, publicly traded counterparts but still have major importance in the world's economy. For example, in 2008, the 441 list of largest private non-governmental companies by revenue, largest private companies in the United States accounted for $1.8 trillion in revenues and employed 6.2 million people, according to ''Forbes''. In general, all companies that are not owned by the government are classified as private enterprises. This definition encompasses both publ ... [...More Info...] [...Related Items...] OR: [Wikipedia] [Google] [Baidu] |