The Sokoloff Family Trust
Limited PartnerBaystate Wealth Management LLC
About The Sokoloff Family Trust
The Sokoloff Family Trust is listed as Limited Partner at Baystate Wealth Management LLC in Overland Park,, KS. Form ADV reports a beneficial ownership band of 25-50%. The Sokoloff Family Trust is associated with 2 registered advisers.
Reported ownership
Owns 25-50% of Baystate Wealth Management LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does The Sokoloff Family Trust work?
The Sokoloff Family Trust is listed as Limited Partner at Baystate Wealth Management LLC on SEC Form ADV.
How much of Baystate Wealth Management LLC does The Sokoloff Family Trust own?
Form ADV reports a beneficial ownership band of 25-50%.
Baystate Wealth Management LLC
| Title | Limited Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2012 |
Baystate Wealth Management LLC
| Title | Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2012 |