Lugar Advisory Services, LLC is listed as Member at Beaird Harris Wealth Management, LLC in Dallas, TX. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Beaird Harris Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lugar Advisory Services, LLC work?
Lugar Advisory Services, LLC is listed as Member at Beaird Harris Wealth Management, LLC on SEC Form ADV.
How much of Beaird Harris Wealth Management, LLC does Lugar Advisory Services, LLC own?
Form ADV reports a beneficial ownership band of 5-10%.