← 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(03/22/2024)
TAYLOR FRIGON FAMILY OFFICE, LLC · 所有者与执行高管(CRD 323249)
机构事实页:TAYLOR FRIGON FAMILY OFFICE, LLC 事实页 → | 官方原文:IAPD firm-summary/323249
Schedule A · 直接所有者(4 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 境内实体 | OWNER | 是 | D |
| RYAN M. SCHARBER PLC | 境内实体 | OWNER | 是 | C |
| MJCW LLC | 境内实体 | OWNER | 是 | C |
| CONNOLLY, DOUGLAS, E | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
Schedule B · 执行高管(8 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| FRIGON, GERARD, JOSEPH | CO-TRUSTEE | 是 |
| FRIGON, KAREN, TAYLOR | CO-TRUSTEE | 是 |
| GERARD J. FRIGON AND KAREN T. FRIGON REVOCABLE TRUST, DATED MARCH 1, 1999 | OWNER | 是 |
| RYAN M. SCHARBER | CO-TRUSTEE | — |
| Wold, Michael, C. | OWNER AND MEMBER | 是 |
| Wold, John, C. | OWNER AND MEMBER | 是 |
| SCHARBER FAMILY TRUST DATED OCTOBER 6, 2021 | OWNER AND SOLE MEMBER | 是 |
| Scharber, Anja, Marie | CO-TRUSTEE | 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。
