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James Michael Hering

Managing PartnerBordeaux Wealth Advisors LLCCRD 2440945

About James Michael Hering

James Michael Hering is listed as Managing Partner at Bordeaux Wealth Advisors LLC in Menlo Park, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Bordeaux Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Michael Hering work?

James Michael Hering is listed as Managing Partner at Bordeaux Wealth Advisors LLC on SEC Form ADV.

How much of Bordeaux Wealth Advisors LLC does James Michael Hering own?

Form ADV reports a beneficial ownership band of Under 5%.

Bordeaux Wealth Advisors LLC

TitleManaging Partner
OwnershipUnder 5%
Control personYes
Since2020