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6
- OLD INVESTMENTS
Key:
∞ Years
∞ Yrs
7 Years
7 Yrs
3 Years
3 Yrs
2 Years
2 Yrs
Contract
Contents:
∞
2
Box containing correspondence about investments as well as other investment files.
1
- Homeland Foundation General
Contains:
2
- Loose Files
Contains:
3
- Aviet
Contains:
4
- Charles Schwab 2015
Contains:
5
- Charles Schwab
Contains:
6
- Family Mgt
Contains:
7
- Family Management
Contains:
8
- Next Capital Managemnet
Contains:
9
- Essex Ten LLC
Contains:
10
- ACATS for 3 Essex Financial Services A/C's 1 Family Management A/C.
Contains:
11
- Sandlewood
Contains:
12
- BodleianPartners, BLLP See Sandalwood
Contains:
13
- CMC
Contains:
14
- Essex Financial
Contains:
15
- Fortigent
Contains:
16
- Lynd Residential
Contains:
17
- Montrose
Contains:
18
- Next Capital
Contains:
19
- Correspondence - Next Cap From Joyce, Bookkeeper
Contains:
∞
or
2
20
- Aston Tamro Small Cap Fund
Contains:
21
- Apex
Contains:
22
- R Post
Contains:
23
- Spring Mountain
Contains:
24
- Stillman Odessa Texas Tax Info
Contains:
∞
25
- Trian
Contains:
26
- Wethersfield Investors
Contains:
27
- XTO Energy
Contains:
28
- Loose Files
Contains: