PPrivate Fund Data Log in Join · $37/mo

Saad Rahmouni Idrissi

Chief Compliance OfficerDominion Portfolio Management, Inc.CRD 4071743

About Saad Rahmouni Idrissi

Saad Rahmouni Idrissi is listed as Chief Compliance Officer at Dominion Portfolio Management, Inc. in Marble Falls, TX. Form ADV reports a beneficial ownership band of Under 5%. Saad Rahmouni Idrissi is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Dominion Portfolio Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Saad Rahmouni Idrissi work?

Saad Rahmouni Idrissi is listed as Chief Compliance Officer at Dominion Portfolio Management, Inc. on SEC Form ADV.

How much of Dominion Portfolio Management, Inc. does Saad Rahmouni Idrissi own?

Form ADV reports a beneficial ownership band of Under 5%.

Dominion Portfolio Management, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023

Mutual Trust Asset Mgmt., Inc.

TitleCco
OwnershipUnder 5%
Control personYes
Since2024

Peakshares LLC

TitleCco
OwnershipUnder 5%
Control personNo
Since2023

Calton & Associates, Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023