Gerald Jay Graves is listed as Chief Compliance Officer at Filigree Wealth Advisors, LLC in Irvine, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Filigree Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gerald Jay Graves work?
Gerald Jay Graves is listed as Chief Compliance Officer at Filigree Wealth Advisors, LLC on SEC Form ADV.
How much of Filigree Wealth Advisors, LLC does Gerald Jay Graves own?
Form ADV reports a beneficial ownership band of 50-75%.