Kelly Ann Sumner is listed as Chief Compliance Officer at Essential Investment Partners, LLC in Englewood, CO. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Essential Investment Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Kelly Ann Sumner work?
Kelly Ann Sumner is listed as Chief Compliance Officer at Essential Investment Partners, LLC on SEC Form ADV.
How much of Essential Investment Partners, LLC does Kelly Ann Sumner own?
Form ADV reports a beneficial ownership band of Under 5%.