Carolyn Jane Herzog
Manager And Chief Investment OfficerCorvus Wealth Advisors LLCCRD 4159202
About Carolyn Jane Herzog
Carolyn Jane Herzog is listed as Manager And Chief Investment Officer at Corvus Wealth Advisors LLC in Templeton, CA. Form ADV reports a beneficial ownership band of Under 5%. Carolyn Jane Herzog is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Corvus Wealth Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Carolyn Jane Herzog work?
Carolyn Jane Herzog is listed as Manager And Chief Investment Officer at Corvus Wealth Advisors LLC on SEC Form ADV.
How much of Corvus Wealth Advisors LLC does Carolyn Jane Herzog own?
Form ADV reports a beneficial ownership band of Under 5%.
Corvus Wealth Advisors LLC
| Title | Manager And Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2020 |
Corvus Wealth Advisors LLC
| Title | Trustee Of The Carolyn Herzog Revocable Trust, U/D/T Dated October 18, 2017 |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2017 |