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Senior Vice President / Chief Compliance Officer · Leading Edge Investment Advisors,llc

Susan M. Williamsen

CRD 5001175 · Named on Form ADV at one SEC-registered adviser

At a glance

Leading Edge Investment Advisors,llc, an SEC-registered asset manager based in SAN Francisco, CA with $5.2 billion in regulatory assets, lists Susan M. Williamsen on its Form ADV as Senior Vice President / Chief Compliance Officer.

Firms and roles

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Susan’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

  • Clayton C. JuePresident / CEO / Managing Member, Leading Edge Investment Advisors,llc
  • Chris W. FongExecutive Vice President, Member, Leading Edge Investment Advisors,llc

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