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David Elgin Maxey

General PartnerHeritage Family Offices, LLPCRD 4927673

About David Elgin Maxey

David Elgin Maxey is listed as General Partner at Heritage Family Offices, LLP in Scottsdale, AZ. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Heritage Family Offices, LLP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Elgin Maxey work?

David Elgin Maxey is listed as General Partner at Heritage Family Offices, LLP on SEC Form ADV.

How much of Heritage Family Offices, LLP does David Elgin Maxey own?

Form ADV reports a beneficial ownership band of 10-25%.

Heritage Family Offices, LLP

TitleGeneral Partner
Ownership10-25%
Control personNo
Since2022