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Morgan and Tricia Christen Revocable Family Trust

TrusteeSpinnaker Investment Group, LLC

About Morgan and Tricia Christen Revocable Family Trust

Morgan and Tricia Christen Revocable Family Trust is listed as Trustee at Spinnaker Investment Group, LLC in Newport Beach, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Spinnaker Investment Group, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Morgan and Tricia Christen Revocable Family Trust work?

Morgan and Tricia Christen Revocable Family Trust is listed as Trustee at Spinnaker Investment Group, LLC on SEC Form ADV.

How much of Spinnaker Investment Group, LLC does Morgan and Tricia Christen Revocable Family Trust own?

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

Spinnaker Investment Group, LLC

TitleTrustee
Ownership25-50%
Control personNo
Since2013