← 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(12/09/2013)
TRUENORTH, INC. · 所有者与执行高管(CRD 110198)
机构事实页:本库未收录该机构事实页 | 官方原文:IAPD firm-summary/110198
Schedule A · 直接所有者(9 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| THE IMA FINANCIAL GROUP, INC. | 境内实体 | PARENT CORPORATION | 是 | E |
| STROHM, DAVID, LEVERNE | 个人 | PRESIDENT, CEO, CIO, INVESTMENT POLICY COMM. CHAIRMAN, CHAIRMAN OF THE BOARD | 是 | NA |
| HORNBECK, MARGARET, ELAINE | 个人 | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, INVESTMENT POLICY COMM. MEMBER, DIRECTOR | 是 | NA |
| POOL, SUSAN, LOUISE | 个人 | SENIOR VICE PRESIDENT, DIRECTOR | 是 | NA |
| SCHULTZ, SUE ANN, VOGELGESANG | 个人 | SECRETARY,GENERAL COUNSEL | 是 | NA |
| LYNCH, MICHAEL, DEAN | 个人 | TREASURER | 是 | NA |
| BEEVERS, ARNOLD, WILLIAM | 个人 | SENIOR VICE PRESIDENT, PORTFOLIO MGR, INVESTMENT POLICY COMM. MEMBER | 是 | NA |
| TAYLOR, ROBERT, KEVIN | 个人 | VICE PRESIDENT, PORTFOLIO MANAGER/SECURITIES ANALYST,INVESTMENT POLICY COMM. MEMBER | 是 | NA |
| MIES, CHRISTINE | 个人 | SENIOR VICE PRESIDENT, OPERATIONS MGR, INVESTMENT POLICY COMMITTEE MEMBER | 是 | NA |
Schedule B · 执行高管(0 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
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。
