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The Helmer Family Trust Dated 3/8/2022

ShareholderCaldwell Sutter Capital, Inc.

About The Helmer Family Trust Dated 3/8/2022

The Helmer Family Trust Dated 3/8/2022 is listed as Shareholder at Caldwell Sutter Capital, Inc. in Sausalito, CA. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Caldwell Sutter Capital, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does The Helmer Family Trust Dated 3/8/2022 work?

The Helmer Family Trust Dated 3/8/2022 is listed as Shareholder at Caldwell Sutter Capital, Inc. on SEC Form ADV.

How much of Caldwell Sutter Capital, Inc. does The Helmer Family Trust Dated 3/8/2022 own?

Form ADV reports a beneficial ownership band of 50-75%.

Caldwell Sutter Capital, Inc.

TitleShareholder
Ownership50-75%
Control personYes
Since2025