Lifeyield Advisor LLC
Nombre legal: LIFEYIELD ADVISOR, LLC
Detalles de contacto completos
Lifeyield Advisor LLC
175 FEDERAL STREET, 7TH FLOOR, BOSTON, MA
617-502-5660
617-830-9859
Otra información
Lifeyield Advisor, LLC es una Sociedad de Responsabilidad Limitada con sede en Massachusetts, que cuenta con 2 empleados aunque se desconoce el número de clientes que tiene. Su estado en la SEC aparece como aprobado y fue registrada el 23 de abril de 2015.
Home - LifeYield
Founded in 2008, LifeYield helps firms, investors, and advisors increase tax efficiency, leading to improved financial outcomes.
Propietarios directos
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LIFEYIELD, LLC
MEMBER posee 75% o más
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MARK WILLIAM HOFFMAN
MANAGER, SECRETARY posee menos de 5%
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MICHAEL PAUL BENEDEK
MANAGER, CHIEF COMPLIANCE OFFICER posee menos de 5%
Propietarios indirectos
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MARK WILLIAM HOFFMAN
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.)
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MICHAEL PAUL BENEDEK
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.)
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PAUL REID SAMUELSON
ELECTED MANAGER AND MEMBER (CLASSES: COMMON, A PREF., B PREF., C PREF., D PREF., AND E PREF.) posee más del 25% pero menos del 50%
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SUNTRUST INVESTMENT SERVICES, INC.
ELECTED MANAGER AND MEMBER (CLASS: B PREF.)