James Paul Boulay
Managing Member & Chief Compliance OfficerLutz Financial Services, LLCCRD 2652010
About James Paul Boulay
James Paul Boulay is listed as Managing Member & Chief Compliance Officer at Lutz Financial Services, LLC in Omaha, NE. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Lutz Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Paul Boulay work?
James Paul Boulay is listed as Managing Member & Chief Compliance Officer at Lutz Financial Services, LLC on SEC Form ADV.
How much of Lutz Financial Services, LLC does James Paul Boulay own?
Form ADV reports a beneficial ownership band of 10-25%.
Lutz Financial Services, LLC
| Title | Managing Member & Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2001 |