PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Joseph Merrell Maas

Chief Investment OfficerSpg Advisors LLCCRD 2170891

About Joseph Merrell Maas

Joseph Merrell Maas is listed as Chief Investment Officer at Spg Advisors LLC in Kirkland, WA. Form ADV reports a beneficial ownership band of Under 5%. Joseph Merrell Maas is associated with 4 registered advisers.

Reported ownership

Owns Under 5% of Spg Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Joseph Merrell Maas work?

Joseph Merrell Maas is listed as Chief Investment Officer at Spg Advisors LLC on SEC Form ADV.

How much of Spg Advisors LLC does Joseph Merrell Maas own?

Form ADV reports a beneficial ownership band of Under 5%.

Spg Advisors LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personNo
Since2018

Synergy Asset Management, LLC

TitlePrincipal
OwnershipUnder 5%
Control personYes
Since2001

Advisor Share Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2001

Synergy Asset Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2001