Charles B Dunn is listed as Managing Member at Intergy Private Wealth, LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Intergy Private Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles B Dunn work?
Charles B Dunn is listed as Managing Member at Intergy Private Wealth, LLC on SEC Form ADV.
How much of Intergy Private Wealth, LLC does Charles B Dunn own?
Form ADV reports a beneficial ownership band of 50-75%.