Charles B Dunn
Managing MemberIntergy Private Wealth, LLCCRD 5663087
About Charles B Dunn
Charles B Dunn is listed as Managing Member at Intergy Private Wealth, LLC in Colorado Springs, CO. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Intergy Private Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Charles B Dunn work?
Charles B Dunn is listed as Managing Member at Intergy Private Wealth, LLC on SEC Form ADV.
How much of Intergy Private Wealth, LLC does Charles B Dunn own?
Form ADV reports a beneficial ownership band of 50-75%.
Intergy Private Wealth, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2021 |