Wealth Strategist Partners LLC
正式名称: WEALTH STRATEGIST PARTNERS, LLC
フルコンタクト詳細
Wealth Strategist Partners LLC
180 NORTH STETSON AVE, SUITE 1310, CHICAGO, IL
312-863-6080
312-863-6087
他の情報
Wealth Strategist Partners, LLCはデラウェア州に拠点を置く有限責任会社で、7名のプロフェッショナルチームを抱え、そのうち6名がアドバイザリー業務に携わっています。同社は3名の非常に限られた顧客層にサービスを提供しています。SECのステータスは現在承認済みで、2018年2月26日に登録されています。
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.
直接の所有者
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RODNEY LOUIS GOLDSTEIN
CO-MANAGING PARTNER, MANAGING MEMBER 所有する 25％以上50％未満
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STUART E. LUCAS 1991 TRUST
MEMBER 所有する 25％以上50％未満
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STUART EMIG LUCAS
CO-MANAGING PARTNER, CHIEF INVESTMENT OFFICER, MANAGING MEMBER 所有する 25％以上50％未満
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SUSAN KOENIGSBERG LUCAS
CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MANAGING MEMBER 所有する 10％以上25％未満
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SUSAN KOENIGSBERG LUCAS 2001 TRUST
MEMBER 所有する 10％以上25％未満
間接所有者
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STUART EMIG LUCAS
TRUSTEE
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SUSAN KOENIGSBERG LUCAS
TRUSTEE
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