The Robert F. Marchesi Family Trust is listed as Member/Owner at Discretionary Management Services, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Discretionary Management Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Robert F. Marchesi Family Trust work?
The Robert F. Marchesi Family Trust is listed as Member/Owner at Discretionary Management Services, LLC on SEC Form ADV.
How much of Discretionary Management Services, LLC does The Robert F. Marchesi Family Trust own?
Form ADV reports a beneficial ownership band of Over 75%.