DFX Intelligence
Data Factory
Reading the graph
Reading the graph
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Family Offices
Crested Butte, CO
Your Wealth Is More Than Your Money. P•••••• F••••• O••••• integrates your team with ours to help maximize the return, impact, and legacy of your wealth—for generations to come.
Data as of (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built and rebuilt at most every 15 minutes.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| J••• M•••••• P•••••• | Founder, Managing Director, Chief Compliance Officer | leadership | principal | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): J••• M•••••• P•••••• (Founder, Managing Director, Chief Compliance Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan