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Schwartz Family Trust II

ShareholderBridgeport Financial Solutions LLC

About Schwartz Family Trust II

Schwartz Family Trust II is listed as Shareholder at Bridgeport Financial Solutions LLC in Phoenix, AZ. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Bridgeport Financial Solutions LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Schwartz Family Trust II work?

Schwartz Family Trust II is listed as Shareholder at Bridgeport Financial Solutions LLC on SEC Form ADV.

How much of Bridgeport Financial Solutions LLC does Schwartz Family Trust II own?

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

Bridgeport Financial Solutions LLC

TitleShareholder
Ownership25-50%
Control personYes
Since2014