Lindsay Shrier Bourkoff
Partner, Director Of Financial Planning, And Chief Compliance OfficerShrier Wealth Management, LLCCRD 4711297
About Lindsay Shrier Bourkoff
Lindsay Shrier Bourkoff is listed as Partner, Director Of Financial Planning, And Chief Compliance Officer at Shrier Wealth Management, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Shrier Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lindsay Shrier Bourkoff work?
Lindsay Shrier Bourkoff is listed as Partner, Director Of Financial Planning, And Chief Compliance Officer at Shrier Wealth Management, LLC on SEC Form ADV.
How much of Shrier Wealth Management, LLC does Lindsay Shrier Bourkoff own?
Form ADV reports a beneficial ownership band of 25-50%.
Shrier Wealth Management, LLC
| Title | Partner, Director Of Financial Planning, And Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2025 |