Karen Rae Goodfriend
Managing Member And Chief Compliance OfficerWealthvalues, LLCCRD 4369844
About Karen Rae Goodfriend
Karen Rae Goodfriend is listed as Managing Member And Chief Compliance Officer at Wealthvalues, LLC in Redwood City, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Wealthvalues, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Karen Rae Goodfriend work?
Karen Rae Goodfriend is listed as Managing Member And Chief Compliance Officer at Wealthvalues, LLC on SEC Form ADV.
How much of Wealthvalues, LLC does Karen Rae Goodfriend own?
Form ADV reports a beneficial ownership band of Over 75%.
Wealthvalues, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |