Stacy Ann Clifford is listed as Managing Member/Owner at Holistic Wealth Advisors in Clifton Park, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Holistic Wealth Advisors
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Stacy Ann Clifford work?
Stacy Ann Clifford is listed as Managing Member/Owner at Holistic Wealth Advisors on SEC Form ADV.
How much of Holistic Wealth Advisors does Stacy Ann Clifford own?
Form ADV reports a beneficial ownership band of Over 75%.