PPrivate Fund Data Log in Join · $37/mo

Jeffrey Peter Boris

Chief Investment Officer, Head Of Investments And ResearchLitvak Wealth, LLCCRD 2684794

About Jeffrey Peter Boris

Jeffrey Peter Boris is listed as Chief Investment Officer, Head Of Investments And Research at Litvak Wealth, LLC in Norwalk, CT. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Litvak Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Peter Boris work?

Jeffrey Peter Boris is listed as Chief Investment Officer, Head Of Investments And Research at Litvak Wealth, LLC on SEC Form ADV.

How much of Litvak Wealth, LLC does Jeffrey Peter Boris own?

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

Litvak Wealth, LLC

TitleChief Investment Officer, Head Of Investments And Research
OwnershipUnder 5%
Control personYes
Since2015