Customer relationship management
Active 2007–2019. The register lists this client once for every firm that files on its behalf; all 4 of its records are shown together here.
| Year | Firm | Period | Amount | Doc |
|---|---|---|---|---|
| 2012 | FABIANI & COMPANY |
4th Quarter (Oct 1 - Dec 31) 4th Quarter - Report |
$50,000 | |
| 2012 | FABIANI & COMPANY |
3rd Quarter (July 1 - Sep 30) 3rd Quarter - Report |
$50,000 | |
| 2012 | FABIANI & COMPANY |
2nd Quarter (Apr 1 - June 30) 2nd Quarter - Report |
$50,000 | |
| 2012 | FABIANI & COMPANY |
1st Quarter (Jan 1 - Mar 31) 1st Quarter - Report |
$50,000 |
| Firm | Filings | Amount |
|---|---|---|
| FABIANI & COMPANY | 21 | $859,000 |
| DUTKO WORLDWIDE, LLC | 15 | $695,000 |
| WHEELHOUSE PARTNERS, LLC | 15 | $330,000 |
| THOMPSON ADVISORY GROUP | 8 | — |