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Sophia Sue Smith

Chief Compliance Officer, Chief Financial Officer And ShareholderWindmark Investment Partners, Inc.CRD 6914068

About Sophia Sue Smith

Sophia Sue Smith is listed as Chief Compliance Officer, Chief Financial Officer And Shareholder at Windmark Investment Partners, Inc. in Wilmington, DE. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Windmark Investment Partners, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sophia Sue Smith work?

Sophia Sue Smith is listed as Chief Compliance Officer, Chief Financial Officer And Shareholder at Windmark Investment Partners, Inc. on SEC Form ADV.

How much of Windmark Investment Partners, Inc. does Sophia Sue Smith own?

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

Windmark Investment Partners, Inc.

TitleChief Compliance Officer, Chief Financial Officer And Shareholder
OwnershipUnder 5%
Control personYes
Since2018
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