PPrivate Fund Data Log in Join · $37/mo

Arturo Ynocencio Casanova Lumpkin

Chief Executive Officer And Chief Compliance OfficerTar River Wealth Planning, LLCCRD 5373714

About Arturo Ynocencio Casanova Lumpkin

Arturo Ynocencio Casanova Lumpkin is listed as Chief Executive Officer And Chief Compliance Officer at Tar River Wealth Planning, LLC in Louisburg, NC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Tar River Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Arturo Ynocencio Casanova Lumpkin work?

Arturo Ynocencio Casanova Lumpkin is listed as Chief Executive Officer And Chief Compliance Officer at Tar River Wealth Planning, LLC on SEC Form ADV.

How much of Tar River Wealth Planning, LLC does Arturo Ynocencio Casanova Lumpkin own?

Form ADV reports a beneficial ownership band of 25-50%.

Tar River Wealth Planning, LLC

TitleChief Executive Officer And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2023
View Tar River Wealth Planning, LLC →