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Trevor John Yochum

Managing Principal / CcoIncompass Financial Partners, LLCCRD 6362279

About Trevor John Yochum

Trevor John Yochum is listed as Managing Principal / Cco at Incompass Financial Partners, LLC in Marietta, GA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Incompass Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Trevor John Yochum work?

Trevor John Yochum is listed as Managing Principal / Cco at Incompass Financial Partners, LLC on SEC Form ADV.

How much of Incompass Financial Partners, LLC does Trevor John Yochum own?

Form ADV reports a beneficial ownership band of Over 75%.

Incompass Financial Partners, LLC

TitleManaging Principal / Cco
OwnershipOver 75%
Control personYes
Since2022