Jay Brant Berger is listed as Member at Independent Wealth Management, LLC in Traverse City, MI. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Independent Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jay Brant Berger work?
Jay Brant Berger is listed as Member at Independent Wealth Management, LLC on SEC Form ADV.
How much of Independent Wealth Management, LLC does Jay Brant Berger own?
Form ADV reports a beneficial ownership band of 25-50%.