Jennifer L Climo Continuing Trust is listed as Member at Milestone Financial Planning, LLC in Bedford, NH. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Milestone Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer L Climo Continuing Trust work?
Jennifer L Climo Continuing Trust is listed as Member at Milestone Financial Planning, LLC on SEC Form ADV.
How much of Milestone Financial Planning, LLC does Jennifer L Climo Continuing Trust own?
Form ADV reports a beneficial ownership band of 25-50%.