PPrivate Fund Data Log in Join · $37/mo

Private Client Services Emp Stock Ownership Plan & Trust

Esop TrustPrivate Client Services, LLC

About Private Client Services Emp Stock Ownership Plan & Trust

Private Client Services Emp Stock Ownership Plan & Trust is listed as Esop Trust at Private Client Services, LLC in Louisville, KY. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Private Client Services, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Private Client Services Emp Stock Ownership Plan & Trust work?

Private Client Services Emp Stock Ownership Plan & Trust is listed as Esop Trust at Private Client Services, LLC on SEC Form ADV.

How much of Private Client Services, LLC does Private Client Services Emp Stock Ownership Plan & Trust own?

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

Private Client Services, LLC

TitleEsop Trust
Ownership25-50%
Control personYes
Since2020