← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(11/25/2024)
FOSTER GROUP, INC. · 所有者与执行高管(CRD 107148)
机构事实页:FOSTER GROUP, INC. 事实页 → | 官方原文:IAPD firm-summary/107148
Schedule A · 直接所有者(18 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| STADTLANDER, MARK, ALAN | 个人 | OWNER | 是 | B |
| KRAMER, KENT, ALLEN | 个人 | CHIEF INVESTMENT OFFICER, BOARD MEMBER | 是 | A |
| OLSEN, GREGORY, JOHN | 个人 | CHIEF EXECUTIVE OFFICER, BOARD MEMBER | 是 | B |
| RYCHNOVSKY, TRAVIS, JAMES | 个人 | CHIEF GROWTH OFFICER, BOARD MEMBER | 是 | A |
| REMPE, BRADLEY, DEAN | 个人 | SENIOR LEAD ADVISOR, BOARD MEMBER | 是 | A |
| ABELS, MATTHEW, JOHN | 个人 | CHIEF PRACTICE OFFICER | 是 | NA |
| JUELFS, KATE, P | 个人 | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | 是 | NA |
| ROEDER, SUNNY J | 个人 | DIRECTOR OF FINANCE | 是 | NA |
| GERALD FOSTER REVOCABLE TRUST | 境内实体 | OWNER | 是 | B |
| REED RINDERKNECHT REVOCABLE TRUST | 境内实体 | OWNER | — | B |
| BANTZ, JOSEPH, CLARENCE | 个人 | SENIOR LEAD ADVISOR | 是 | A |
| POLKING, ROSS, BENJAMIN | 个人 | LEAD ADVISOR - BUSINESS DEVELOPMENT, BOARD MEMBER | — | A |
| EVANS, JONATHAN, MICHAEL | 个人 | LEAD ADVISOR - BUSINESS DEVELOPMENT | 是 | A |
| IWIG, MARCUS, LEE | 个人 | LEAD ADVISOR | 是 | NA |
| FARMER, ANDREW, DOUGLAS | 个人 | LEAD ADVISOR | 是 | NA |
| Mabee, Timothy, James | 个人 | DIRECTOR OF IT | 是 | NA |
| Carlson, Brenton, Lowell | 个人 | LEAD ADVISOR | — | A |
| FOSTER, GERALD, RAY | 个人 | CHAIRMAN OF THE BOARD OF DIRECTORS | 是 | NA |
Schedule B · 执行高管(2 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FOSTER, GERALD, RAY | TRUSTEE | 是 |
| RINDERKNECHT, REED, ROGER | TRUSTEE | — |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
