PPrivate Fund Data Log in Join · $37/mo

Katherine Lisa Kumro

Chief Compliance OfficerPacific Wealth Advisory Services LLCCRD 1730228

About Katherine Lisa Kumro

Katherine Lisa Kumro is listed as Chief Compliance Officer at Pacific Wealth Advisory Services LLC in Danville, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Pacific Wealth Advisory Services LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Lisa Kumro work?

Katherine Lisa Kumro is listed as Chief Compliance Officer at Pacific Wealth Advisory Services LLC on SEC Form ADV.

How much of Pacific Wealth Advisory Services LLC does Katherine Lisa Kumro own?

Form ADV reports a beneficial ownership band of Under 5%.

Pacific Wealth Advisory Services LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2024
View Pacific Wealth Advisory Services LLC →