Jim Boulay
Oficial de Cumplimiento en Lutz Financial Services LLC .
Relaciones activas
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Josh Jenkins | M | - |
Lutz Financial Services LLC
 Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | 3 años |
| Justin Bradley Vossen | M | - |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | 17 años |
| Joe Hefflinger | M | - |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | 9 años |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Steve Olafson | M | - |
Lutz Financial Services LLC
Lutz Financial Services LLC Investment ManagersFinance Lutz Financial Services LLC (Lutz Financial) is a SEC-registered investment advisor and wealth management firm headquartered in Omaha, Nebraska. The firm was founded by James Boulay in 2000 and is a subsidiary of Ectart LLC. Lutz Financial provides discretionary or non-discretionary investment advisory services to individuals, high net-worth individuals, retirement plans, charitable organizations, and business entities. | - |
Estadísticas
| País | Relaciones | % del total |
|---|---|---|
| Estados Unidos | 4 | 100.00% |
Antigüedad de la relación
Activas
Pasados
Hombre
Mujer
Administradores
Ejecutivos
Origen de las relaciones
- Bolsa de valores
- Insiders
- Jim Boulay
- Red Personal
