Contractor
Wells Fargo
3 customers • 5 returns • Latest tax year 2016 • Winstonsalem, NC
Investment AdvisorInvestment Mgmtinvestment advisorFinancial Management
Customers
3
Returns
5
Total Compensation
$756,125
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Montclair State University Foundation | 22-6017209 | 3 | 2016 | Investment Advisor • investment advisor | $479,294 |
| Tenacre Foundation | 21-0577480 | 1 | 2016 | Investment Mgmt | $146,265 |
| Appalachian State University | 23-7099379 | 1 | 2014 | Financial Management | $130,566 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2016 | Tenacre Foundation | 990 | Investment Mgmt | 100 N MAIN STREET 6TH FLOOR, Winstonsalem, NC 27101 | $146,265 | View return |
| 2016 | Montclair State University Foundation | 990 | investment advisor | one west fourth street 2nd fl, winstonsalem, NC 27101 | $112,220 | View return |
| 2015 | Montclair State University Foundation | 990 | Investment Advisor | ONE WEST FOURTH STREET 2ND FL, Winstonsalem, NC 27101 | $185,183 | View return |
| 2014 | Montclair State University Foundation | 990 | Investment Advisor | ONE WEST FOURTH STREET 2ND FL, Winstonsalem, NC 27101 | $181,891 | View return |
| 2014 | Appalachian State University | 990 | Financial Management | 100 NORTH MAIN STREET, Winstonsalem, NC 27101 | $130,566 | View return |