Lindsey, Melvin, Duane

Ownership stakes

• Strategic Global Advisors, Llc
  Member · 25% – 50% · Nov 2024
• Denali Advisors, Llc
  Owner · 25% – 50% · Oct 2024
• Welton Investment Partners Llc
  Managing Member · GP / trustee / elected manager · Mar 2024
• Convergence Investment Partners, Llc
  Managing Member · 50% – 75% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗