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CRD 169295
COPPELL, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| APOLLARO, ANTHONY, FRANCIS | MANAGING MEMEBR/CHIEF COMPLIANCE OFFICER/CFO | E | yes | 01/2013 | Jan 8, 2014 | Apr 11, 2016 |
| BORER, RYAN, JOSEPH | MANAGING MEMEBR/PRESIDENT | B | yes | 01/2013 | Jan 8, 2014 | Apr 11, 2016 |
| STANSBERRY, JESSIE, FRANCES | MANAGING MEMBER/VICE PRESIDENT | A | yes | 01/2013 | Jan 8, 2014 | Apr 11, 2016 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| COPPELL ADVISORY SOLUTIONS, LLC | n/a | Independent wealth | $1.1B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2015 | Mar 28, 2016 | n/a | n/a | 4 | 3 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | n/a | n/a | 4 | 2 | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2015 | n/a | n/a | n/a | n/a | n/a | 4 | 4 | n/a | n/a |