AS
Alvord, Seth, Wales
CRD 2438363
Firms
No current firm registrations on file.
Ownership stakes
-
Balance Point Capital Advisors, Llc
Managing Member · Less than 5% · Mar 2024
-
Balance Point Capital Advisors, Llc
Shareholder · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗