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Zorn William

Trustee Of The Michael Miller Irrevocable Trust Of 2020Wellesley Asset Management, Inc.CRD 7357990

About Zorn William

Zorn William is listed as Trustee Of The Michael Miller Irrevocable Trust Of 2020 at Wellesley Asset Management, Inc. in Portsmouth, NH. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wellesley Asset Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Zorn William work?

Zorn William is listed as Trustee Of The Michael Miller Irrevocable Trust Of 2020 at Wellesley Asset Management, Inc. on SEC Form ADV.

How much of Wellesley Asset Management, Inc. does Zorn William own?

Form ADV reports a beneficial ownership band of Under 5%.

Wellesley Asset Management, Inc.

TitleTrustee Of The Michael Miller Irrevocable Trust Of 2020
OwnershipUnder 5%
Control personNo
Since2020
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