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Company Name: | WETHERBY ASSET MANGAGEMENT, LLC |
Employer identification number (EIN): | 943112753 |
NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2007-01-01 | |||||
Date last seen: 2023-12-31 | |||||
USA Mailing Address | |||||
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Date first seen: 2010-09-29 | |||||
Date last seen: 2013-07-03 | |||||
USA Location Address | ||||||
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Date first seen: 2007-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Date | Description |
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2021-08-24 | 943112753 Change of name detected from WETHERBY ASSET MANAGEMENT, INC. to WETHERBY ASSET MANGAGEMENT, LLC |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
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002 | WETHERBY ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN | 2015-01-01 | 1994-01-01 |