Cd&r Ferdinand Holdings, L.P. is listed as Partner at Soa Wealth Advisors, LLC in New York, NY. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Soa Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Cd&r Ferdinand Holdings, L.P. work?
Cd&r Ferdinand Holdings, L.P. is listed as Partner at Soa Wealth Advisors, LLC on SEC Form ADV.
How much of Soa Wealth Advisors, LLC does Cd&r Ferdinand Holdings, L.P. own?
Form ADV reports a beneficial ownership band of 50-75%.