Alan Rotter Revocable Trust is listed as Member at Evolution Wealth Advisors, LLC in Aventura, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Evolution Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alan Rotter Revocable Trust work?
Alan Rotter Revocable Trust is listed as Member at Evolution Wealth Advisors, LLC on SEC Form ADV.
How much of Evolution Wealth Advisors, LLC does Alan Rotter Revocable Trust own?
Form ADV reports a beneficial ownership band of 25-50%.