Sawtooth Solutions LLC

SAWTOOTH SOLUTIONS, LLC es una empresa de responsabilidad limitada de Delaware con 30 empleados, incluyendo 5 asesores. Si bien se desconoce el número de clientes, el último estado de presentación de informes de la empresa ante la SEC fue Aprobado, con fecha del 27 de febrero de 2015.

• AE PARTNERS INVESTMENTS, LLC

  MEMBER OF SAWTOOTH SOLUTIONS LLC posee más del 5% pero menos del 10%

• ANGELA CHRISTINE WOOD

  CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER posee menos de 5%

• BRADLEY EARL PRIES

  CHIEF EXECUTIVE OFFICER posee menos de 5%

• CHRISTIAN MYERS WAGNER

  BOARD OF MANAGERS posee menos de 5%

• MATTHEW J KUNTZ

  CHIEF OPERATIONS OFFICER posee menos de 5%

• ROBERT JAMES STAPLETON

  BOARD OF MANAGERS posee menos de 5%

• SAWTOOTH ASSET MANAGEMENT, INC.

  MEMBER OF SAWTOOTH SOLUTIONS LLC posee 75% o más

• THOMAS JOHN ROZMAN

  PRESIDENT AND CHIEF INVESTMENT OFFICER posee menos de 5%

• C C Dunnavan & Co Inc
• WCM Inc
• White Pine Capital LLC
• Okabena Investment Services Inc
• Cliftonlarsonallen Wealth Advisors LLC
• Varde Management LP
• Nicollet Investment Management Inc
• Devenir Investment Advisors LLC
• Foundry Partners LLC
• Castlelake LP

• Simplicity Solutions, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Comparing Q3 and Q4 2022: Simplicity Solutions LLC 13F Holdings

• iShares Russell Top 200 Value $80,312k
• ISHARES TR 20 YR TR BD ETF $39,439k
• ISHARES TR RUS MD CP GR ETF $33,758k
• SPDR SERIES TRUST $10,140k
• WISDOMTREE TR $4,682k
• WISDOMTREE TRUST $4,281k
• SPDR SERIES TRUST $4,095k
• ISHARES $3,958k
• Bank of America Corp. $3,721k
• ISHARES TR $3,394k