Courtney Lynne Holt is listed as Chief Compliance Officer at Compound Planning, Inc. in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Compound Planning, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Courtney Lynne Holt work?
Courtney Lynne Holt is listed as Chief Compliance Officer at Compound Planning, Inc. on SEC Form ADV.
How much of Compound Planning, Inc. does Courtney Lynne Holt own?
Form ADV reports a beneficial ownership band of Under 5%.