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Steven Shapiro Gift Trust

Member - Trustee Is A Control PersonNew Vernon Wealth Management LLC

About Steven Shapiro Gift Trust

Steven Shapiro Gift Trust is listed as Member - Trustee Is A Control Person at New Vernon Wealth Management LLC in Highland Park, IL. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of New Vernon Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven Shapiro Gift Trust work?

Steven Shapiro Gift Trust is listed as Member - Trustee Is A Control Person at New Vernon Wealth Management LLC on SEC Form ADV.

How much of New Vernon Wealth Management LLC does Steven Shapiro Gift Trust own?

Form ADV reports a beneficial ownership band of 10-25%.

New Vernon Wealth Management LLC

TitleMember - Trustee Is A Control Person
Ownership10-25%
Control personYes
Since2013
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