Adviceperiod LLC
Nombre legal: ADVICEPERIOD, LLC
Detalles de contacto completos
Adviceperiod LLC
2121 AVENUE OF THE STARS, SUITE 2400, LOS ANGELES, CA
424-281-3600
424-281-3601
Otra información
ADVICEPERIOD, LLC es una compañía de responsabilidad limitada de Delaware con 70 empleados, 48 de los cuales tienen roles de asesoramiento, para atender a 43 clientes. La empresa ha informado por última vez un estado SEC de Aprobado con una fecha de registro del 3 de enero de 2014.
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Propietarios directos
-
ANN SHIGEMURA-HILDEBRAND
CHIEF COMPLIANCE OFFICER posee menos de 5%
-
JONATHAN PAUL STRAUB
DIRECTOR posee menos de 5%
-
LAWRENCE KENNETH MILES
DIRECTOR posee menos de 5%
-
OPENADVISOR, LLC
MANAGING MEMBER posee 75% o más
-
STEVEN DAVID LOCKSHIN
DIRECTOR posee menos de 5%
Propietarios indirectos
-
STEVEN DAVID LOCKSHIN
MEMBER posee 75% o más
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Top Holdings
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $177,423k
- VANGUARD INDEX FDS TOTAL STK MKT $94,283k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $82,447k
- ISHARES TR CORE S&P500 ETF $73,990k
- VANGUARD CHARLOTTE FDS $49,757k
- ISHARES INC CORE MSCI EMKT $43,728k
- VANGUARD INDEX FDS VALUE ETF $34,116k
- SCHWAB STRATEGIC TR $32,967k
- VANGUARD INDEX FDS SM CP VAL ETF $31,964k
- SCHWAB STRATEGIC TR $29,599k