← 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(05/06/2024)
SALEM PARTNERS WEALTH MANAGEMENT, LLC · 所有者与执行高管(CRD 131359)
机构事实页:SALEM PARTNERS WEALTH MANAGEMENT, LLC 事实页 → | 官方原文:IAPD firm-summary/131359
Schedule A · 直接所有者(6 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| PROUGH, STEPHEN, MICHAEL | 个人 | FOUNDER | 是 | NA |
| DYETT, JOHN, HATHAWAY | 个人 | FOUNDER | 是 | NA |
| KAMANGAR, GOLI, NMN | 个人 | COO, CCO | 是 | NA |
| SALEM PARTNERS HOLDINGS, LLC | 境内实体 | MEMBER | 是 | E |
| WITTE, WILLIAM, BENSON | 个人 | PRESIDENT | 是 | NA |
| RIDGLEY, ERIK, D | 个人 | CEO, CIO | 是 | NA |
Schedule B · 执行高管(7 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| HOULIHAN, BRENDAN, DEVON | CLASS B MEMBER | — |
| THE BERTI PROUGH TRUST | CLASS A MEMBER | 是 |
| THE DYETT FAMILY TRUST | CLASS A MEMBER | 是 |
| KAMANGAR, GOLI, NMN | CLASS C MEMBER | — |
| SMITH, CALEB, EUGENE | CLASS C MEMBER | — |
| PROUGH, STEPHEN, MICHAEL | TRUSTEE OF THE BERTI PROUGH TRUST 02/03/2005 | 是 |
| DYETT, JOHN, HATHAWAY | TRUSTEE OF THE DYETT FAMILY TRUST 11/09/2004 | 是 |
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。
