Cd&r Ferdinand Holdings, L.P.
PartnerSummit Financial Wealth Advisors, LLC
About Cd&r Ferdinand Holdings, L.P.
Cd&r Ferdinand Holdings, L.P. is listed as Partner at Summit Financial Wealth Advisors, LLC in Lafayette, LA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Summit Financial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Cd&r Ferdinand Holdings, L.P. work?
Cd&r Ferdinand Holdings, L.P. is listed as Partner at Summit Financial Wealth Advisors, LLC on SEC Form ADV.
How much of Summit Financial Wealth Advisors, LLC does Cd&r Ferdinand Holdings, L.P. own?
Form ADV reports a beneficial ownership band of 50-75%.
Summit Financial Wealth Advisors, LLC
| Title | Partner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |