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Karen M. Chancy Trust U/A

OwnerIntellus Advisors, LLC

About Karen M. Chancy Trust U/A

Karen M. Chancy Trust U/A is listed as Owner at Intellus Advisors, LLC in Naples, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Intellus Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Karen M. Chancy Trust U/A work?

Karen M. Chancy Trust U/A is listed as Owner at Intellus Advisors, LLC on SEC Form ADV.

How much of Intellus Advisors, LLC does Karen M. Chancy Trust U/A own?

Form ADV reports a beneficial ownership band of Over 75%.

Intellus Advisors, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2024