Adviceperiod LLC
Legal Name: ADVICEPERIOD, LLC
Full Contact Details
Other Info
Adviceperiod LLC is legally known as ADVICEPERIOD, LLC. It is a DE Limited Liability Company. This firm has 70 employees, of which 48 are employees in advisory roles. It serves 43 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 3, 2014.
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Direct Owners
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ANN SHIGEMURA-HILDEBRAND
CHIEF COMPLIANCE OFFICER owns less than 5%
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JONATHAN PAUL STRAUB
DIRECTOR owns less than 5%
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LAWRENCE KENNETH MILES
DIRECTOR owns less than 5%
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OPENADVISOR, LLC
MANAGING MEMBER owns 75% or more
-
STEVEN DAVID LOCKSHIN
DIRECTOR owns less than 5%
Indirect Owners
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STEVEN DAVID LOCKSHIN
MEMBER owns 75% or more
Firms Located Nearby
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