James Stuart Falcone is listed as Owner, Cco at Fulcrum Wealth Advisors, LLC in Bellevue, WA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Fulcrum Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Stuart Falcone work?
James Stuart Falcone is listed as Owner, Cco at Fulcrum Wealth Advisors, LLC on SEC Form ADV.
How much of Fulcrum Wealth Advisors, LLC does James Stuart Falcone own?
Form ADV reports a beneficial ownership band of Over 75%.