Monica S Simon
Chief Legal OfficerPublic Trust Advisors, LLCCRD 4223420
About Monica S Simon
Monica S Simon is listed as Chief Legal Officer at Public Trust Advisors, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Under 5%. Monica S Simon is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Public Trust Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Monica S Simon work?
Monica S Simon is listed as Chief Legal Officer at Public Trust Advisors, LLC on SEC Form ADV.
How much of Public Trust Advisors, LLC does Monica S Simon own?
Form ADV reports a beneficial ownership band of Under 5%.
Public Trust Advisors, LLC
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Prudent Man Advisors, LLC
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |