James Jude Holtzman
Ceo, President, Cco And Wealth AdvisorLegend Financial Advisors IncCRD 4292875
About James Jude Holtzman
James Jude Holtzman is listed as Ceo, President, Cco And Wealth Advisor at Legend Financial Advisors Inc in Pittsburgh, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Legend Financial Advisors Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Jude Holtzman work?
James Jude Holtzman is listed as Ceo, President, Cco And Wealth Advisor at Legend Financial Advisors Inc on SEC Form ADV.
How much of Legend Financial Advisors Inc does James Jude Holtzman own?
Form ADV reports a beneficial ownership band of 50-75%.
Legend Financial Advisors Inc
| Title | Ceo, President, Cco And Wealth Advisor |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2022 |