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Plenty Financial, Inc.

OwnerPlenty Financial RIA, LLC

About Plenty Financial, Inc.

Plenty Financial, Inc. is listed as Owner at Plenty Financial RIA, LLC in San Francisco, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Plenty Financial RIA, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Plenty Financial, Inc. work?

Plenty Financial, Inc. is listed as Owner at Plenty Financial RIA, LLC on SEC Form ADV.

How much of Plenty Financial RIA, LLC does Plenty Financial, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Plenty Financial RIA, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2022
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