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Julie Claire Guest

Chief Executive Officer, Chief Compliance Officer, TrusteeShining Rock Advisors LLCCRD 7309484

About Julie Claire Guest

Julie Claire Guest is listed as Chief Executive Officer, Chief Compliance Officer, Trustee at Shining Rock Advisors LLC in Asheville, NC. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Shining Rock Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Julie Claire Guest work?

Julie Claire Guest is listed as Chief Executive Officer, Chief Compliance Officer, Trustee at Shining Rock Advisors LLC on SEC Form ADV.

How much of Shining Rock Advisors LLC does Julie Claire Guest own?

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

Shining Rock Advisors LLC

TitleChief Executive Officer, Chief Compliance Officer, Trustee
Ownership25-50%
Control personYes
Since2020
View Shining Rock Advisors LLC →