Peter Marc Ortiz
Chief Operating OfficerLgl Partners, LLCCRD 4489860
About Peter Marc Ortiz
Peter Marc Ortiz is listed as Chief Operating Officer at Lgl Partners, LLC in Philadelphia, PA. Form ADV reports a beneficial ownership band of Under 5%. Peter Marc Ortiz is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Lgl Partners, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Peter Marc Ortiz work?
Peter Marc Ortiz is listed as Chief Operating Officer at Lgl Partners, LLC on SEC Form ADV.
How much of Lgl Partners, LLC does Peter Marc Ortiz own?
Form ADV reports a beneficial ownership band of Under 5%.
Lgl Partners, LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |
Fft Wealth Management LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Optima Asset Management LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |