Distribution Advisor · Reflow Services, LLC
Winifred D. Faust
CRD 8278144 · Named on Form ADV at one SEC-registered adviser
At a glance
Reflow Services, LLC, an SEC-registered private fund adviser based in SAN Francisco, CA with $521 million in regulatory assets, lists Winifred D. Faust on its Form ADV as Distribution Advisor, a control person.
Firms and roles
- Reflow Services, LLCDistribution AdvisorPrivate fund adviser · SAN Francisco, CA · $521M in regulatory assets
AtlasMembers
Winifred’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- William G. WhiteCEO, Reflow Services, LLC
- Evan T. SmithPresident, Reflow Services, LLC
- Thomas E FaustChairman, Reflow Services, LLC
- Michael P. McCafferyChief Compliance Officer, Reflow Services, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Winifred’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.