Ludwig, Steven, Charles

Ownership stakes

• Corinthia Management (Us) Llc
  Chief Compliance Officer · Less than 5% · Nov 2024
• M Financial Asset Management, Inc.
  Chief Compliance Officer · Less than 5% · Nov 2024
• M Holdings Securities, Inc.
  Chief Compliance Officer · Less than 5% · Nov 2024
• Roundhill Financial Inc.
  Chief Compliance Officer · Less than 5% · Apr 2024
• Ttp Investments, Inc.
  Chief Compliance Officer · Less than 5% · Apr 2024
• Haddington Ventures, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Trust Asset Management Llc
  Chief Compliance Officer · Less than 5% · Mar 2024
• Bitkraft Ventures Management, Llc
  Chief Compliance Officer · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

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