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Julia Lockhart Simon

MemberCedrus Holding Co, LLCCRD 7955312

About Julia Lockhart Simon

Julia Lockhart Simon is listed as Member at Cedrus Holding Co, LLC in Littleton, CO. Form ADV reports a beneficial ownership band of 25-50%. Julia Lockhart Simon is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Cedrus Holding Co, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Julia Lockhart Simon work?

Julia Lockhart Simon is listed as Member at Cedrus Holding Co, LLC on SEC Form ADV.

How much of Cedrus Holding Co, LLC does Julia Lockhart Simon own?

Form ADV reports a beneficial ownership band of 25-50%.

Cedrus Holding Co, LLC

TitleMember
Ownership25-50%
Control personYes
Since2022
View Cedrus Holding Co, LLC →

Avera Capital Wealth Management, LLC

TitleMember
Ownership25-50%
Control personYes
Since2022
View Avera Capital Wealth Management, LLC →