Jennifer L Climo Continuing Trust
MemberMilestone Financial Planning, LLC
About Jennifer L Climo Continuing Trust
Jennifer L Climo Continuing Trust is listed as Member at Milestone Financial Planning, LLC in Bedford, NH. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Milestone Financial Planning, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jennifer L Climo Continuing Trust work?
Jennifer L Climo Continuing Trust is listed as Member at Milestone Financial Planning, LLC on SEC Form ADV.
How much of Milestone Financial Planning, LLC does Jennifer L Climo Continuing Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
Milestone Financial Planning, LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2024 |