PPrivate Fund Data Log in Join · $37/mo

Peter Mallouk Trust Dated 7/17/2002

StockholderCreative Planning, LLC

About Peter Mallouk Trust Dated 7/17/2002

Peter Mallouk Trust Dated 7/17/2002 is listed as Stockholder at Creative Planning, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Creative Planning, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Peter Mallouk Trust Dated 7/17/2002 work?

Peter Mallouk Trust Dated 7/17/2002 is listed as Stockholder at Creative Planning, LLC on SEC Form ADV.

How much of Creative Planning, LLC does Peter Mallouk Trust Dated 7/17/2002 own?

Form ADV reports a beneficial ownership band of 50-75%.

Creative Planning, LLC

TitleStockholder
Ownership50-75%
Control personYes
Since2020