E. Dale Wannen
President/Chief Compliance OfficerSustainvest Asset Management, LLCCRD 3147650
About E. Dale Wannen
E. Dale Wannen is listed as President/Chief Compliance Officer at Sustainvest Asset Management, LLC in Linwood, NJ. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Sustainvest Asset Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does E. Dale Wannen work?
E. Dale Wannen is listed as President/Chief Compliance Officer at Sustainvest Asset Management, LLC on SEC Form ADV.
How much of Sustainvest Asset Management, LLC does E. Dale Wannen own?
Form ADV reports a beneficial ownership band of Over 75%.
Sustainvest Asset Management, LLC
| Title | President/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |