Lifeyield Advisor LLC
正式名称: LIFEYIELD ADVISOR, LLC
他の情報
Lifeyield Advisor, LLCは、マサチューセッツ州に拠点を置く有限責任会社で、従業員は2人ですが、クライアント数は不明です。SECのステータスは承認され、2015年4月23日に登録されました。
Home - LifeYield
Founded in 2008, LifeYield helps firms, investors, and advisors increase tax efficiency, leading to improved financial outcomes.
直接の所有者
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LIFEYIELD, LLC
MEMBER 所有する 75%以上
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MARK WILLIAM HOFFMAN
MANAGER, SECRETARY 所有する 5%未満
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MICHAEL PAUL BENEDEK
MANAGER, CHIEF COMPLIANCE OFFICER 所有する 5%未満
間接所有者
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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.) 所有する 25%以上50%未満
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SUNTRUST INVESTMENT SERVICES, INC.
ELECTED MANAGER AND MEMBER (CLASS: B PREF.)