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Paul James O'Grady

OwnerAltium Investment Strategies LLCCRD 5759038

About Paul James O'Grady

Paul James O'Grady is listed as Owner at Altium Investment Strategies LLC in Wesley Chapel, FL. Form ADV reports a beneficial ownership band of 25-50%. Paul James O'Grady is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Altium Investment Strategies LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Paul James O'Grady work?

Paul James O'Grady is listed as Owner at Altium Investment Strategies LLC on SEC Form ADV.

How much of Altium Investment Strategies LLC does Paul James O'Grady own?

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

Altium Investment Strategies LLC

TitleOwner
Ownership25-50%
Control personYes
Since2024
View Altium Investment Strategies LLC →

Accurate Wealth Management, LLC

TitleMember
Ownership25-50%
Control personYes
Since2015
View Accurate Wealth Management, LLC →