PPrivate Fund Data Log in Join · $37/mo

Matthew James Shibata

Managing Member, Chief Compliance OfficerMorling Financial Advisors, LLCCRD 5191517

About Matthew James Shibata

Matthew James Shibata is listed as Managing Member, Chief Compliance Officer at Morling Financial Advisors, LLC in Fremont, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Morling Financial Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew James Shibata work?

Matthew James Shibata is listed as Managing Member, Chief Compliance Officer at Morling Financial Advisors, LLC on SEC Form ADV.

How much of Morling Financial Advisors, LLC does Matthew James Shibata own?

Form ADV reports a beneficial ownership band of 25-50%.

Morling Financial Advisors, LLC

TitleManaging Member, Chief Compliance Officer
Ownership25-50%
Control personYes
Since2016
View Morling Financial Advisors, LLC →