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CEO and Managing Member · 994 Group

Kristen S. Leclair

CRD 4341716 · Named on Form ADV at one SEC-registered adviser

At a glance

994 Group, an SEC-registered wealth manager based in Austin, TX with $245 million in regulatory assets, lists Kristen S. Leclair on its Form ADV as CEO and Managing Member, a control person.

Firms and roles

  • 994 GroupCEO and Managing MemberWealth manager · Austin, TX · $245M in regulatory assets

AtlasMembers

Kristen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.