Wealth Strategist Partners LLC
Nom légal: WEALTH STRATEGIST PARTNERS, LLC
Coordonnées complètes
Wealth Strategist Partners LLC
180 NORTH STETSON AVE, SUITE 1310, CHICAGO, IL
312-863-6080
312-863-6087
Autre info
Wealth Strategist Partners, LLC, une société à responsabilité limitée basée dans le Delaware, emploie une équipe de sept professionnels, dont six exercent des fonctions consultatives. La firme sert un petit groupe de clients exclusif de trois individus. Son statut auprès de la SEC est actuellement approuvé, avec une inscription remontant au 26 février 2018.
Advisers to Exceptional Families – Wealth Strategist Partners
Wealth Strategist Partners, LLC acts as an outsourced Chief Investment Officer for a small number of individuals and families of exceptional net worth.
Advisers to Exceptional Families – Wealth Strategist Partners
Wealth Strategist Partners, LLC acts as an outsourced Chief Investment Officer for a small number of individuals and families of exceptional net worth.
Propriétaires directs
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RODNEY LOUIS GOLDSTEIN
CO-MANAGING PARTNER, MANAGING MEMBER possède plus de 25% mais moins de 50%
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STUART E. LUCAS 1991 TRUST
MEMBER possède plus de 25% mais moins de 50%
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STUART EMIG LUCAS
CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBER possède plus de 25% mais moins de 50%
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SUSAN KOENIGSBERG LUCAS
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBER possède plus de 10% mais moins de 25%
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SUSAN KOENIGSBERG LUCAS 2001 TRUST
MEMBER possède plus de 10% mais moins de 25%
Propriétaires indirects
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STUART EMIG LUCAS
TRUSTEE
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SUSAN KOENIGSBERG LUCAS
TRUSTEE
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