The Julia Higgins Trust, U/A Dated May 10, 2010
MemberGeometric Wealth Advisors, LLC
About The Julia Higgins Trust, U/A Dated May 10, 2010
The Julia Higgins Trust, U/A Dated May 10, 2010 is listed as Member at Geometric Wealth Advisors, LLC. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Geometric Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does The Julia Higgins Trust, U/A Dated May 10, 2010 work?
The Julia Higgins Trust, U/A Dated May 10, 2010 is listed as Member at Geometric Wealth Advisors, LLC on SEC Form ADV.
How much of Geometric Wealth Advisors, LLC does The Julia Higgins Trust, U/A Dated May 10, 2010 own?
Form ADV reports a beneficial ownership band of 5-10%.
Geometric Wealth Advisors, LLC
| Title | Member |
| Ownership | 5-10% |
| Control person | No |
| Since | 2024 |