| Name | Title | Ownership | Since |
|---|---|---|---|
| Gregory Michael Bakke Control | Ceo | Under 5% | 2020 |
| July Business Services Holdings, LLC Control | Member | Over 75% | 2022 |
| Sheri Annis Baker Control | Chief Compliance Officer, Chief Financial Officer | Under 5% | 2009 |
Expand Financial, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
Expand Financial, LLC reports 6 employees.
Expand Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 720-387-8158 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $1.77B |
| Non-discretionary | $61.3M |
| Total (RAUM) | $1.84B |