PPrivate Fund Data Log in Join · $37/mo

Brian Jeffry Stephenson

Co-Founder And Chief Compliance OfficerHolos Integrated Wealth, LLCCRD 2734808

About Brian Jeffry Stephenson

Brian Jeffry Stephenson is listed as Co-Founder And Chief Compliance Officer at Holos Integrated Wealth, LLC in Kennett Square, PA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Holos Integrated Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Brian Jeffry Stephenson work?

Brian Jeffry Stephenson is listed as Co-Founder And Chief Compliance Officer at Holos Integrated Wealth, LLC on SEC Form ADV.

How much of Holos Integrated Wealth, LLC does Brian Jeffry Stephenson own?

Form ADV reports a beneficial ownership band of 50-75%.

Holos Integrated Wealth, LLC

TitleCo-Founder And Chief Compliance Officer
Ownership50-75%
Control personYes
Since2015
View Holos Integrated Wealth, LLC →