Jodi Trabbic Vleck
PresidentBeta Wealth Group, IncCRD 4003056
About Jodi Trabbic Vleck
Jodi Trabbic Vleck is listed as President at Beta Wealth Group, Inc in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Beta Wealth Group, Inc
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jodi Trabbic Vleck work?
Jodi Trabbic Vleck is listed as President at Beta Wealth Group, Inc on SEC Form ADV.
How much of Beta Wealth Group, Inc does Jodi Trabbic Vleck own?
Form ADV reports a beneficial ownership band of Over 75%.
Beta Wealth Group, Inc
| Title | President |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2009 |