Anna Mari Miller Revocable Trust is listed as Shareholder at Certified Planners, Inc. in San Ramon, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Certified Planners, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Anna Mari Miller Revocable Trust work?
Anna Mari Miller Revocable Trust is listed as Shareholder at Certified Planners, Inc. on SEC Form ADV.
How much of Certified Planners, Inc. does Anna Mari Miller Revocable Trust own?
Form ADV reports a beneficial ownership band of Over 75%.