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Karen Rae Goodfriend

Managing Member And Chief Compliance OfficerWealthvalues, LLCCRD 4369844

About Karen Rae Goodfriend

Karen Rae Goodfriend is listed as Managing Member And Chief Compliance Officer at Wealthvalues, LLC in Redwood City, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Wealthvalues, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen Rae Goodfriend work?

Karen Rae Goodfriend is listed as Managing Member And Chief Compliance Officer at Wealthvalues, LLC on SEC Form ADV.

How much of Wealthvalues, LLC does Karen Rae Goodfriend own?

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

Wealthvalues, LLC

TitleManaging Member And Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2006
View Wealthvalues, LLC →