Elected ManagerExencial Wealth Advisors, LLCCRD 1692810
About Neal Jerry Simon
Neal Jerry Simon is listed as Elected Manager at Exencial Wealth Advisors, LLC in Oklahoma City, OK. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Exencial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Neal Jerry Simon work?
Neal Jerry Simon is listed as Elected Manager at Exencial Wealth Advisors, LLC on SEC Form ADV.
How much of Exencial Wealth Advisors, LLC does Neal Jerry Simon own?
Form ADV reports a beneficial ownership band of Under 5%.