LUTERMAN WILLIAM DAVID appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LUTERMAN WILLIAM DAVID appears on 4 filing roles across Form ADV (4).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | LGL PARTNERS, LLC | CHIEF INVESTMENT OFFICER | PHILADELPHIA, PA |
| — | Form ADV | FFT WEALTH MANAGEMENT LLC | MANAGING MEMBER | PHILADELPHIA, PA |
| — | Form ADV | LGL PARTNERS, LLC | MANAGING MEMBER | WEST CONSHOHOCKEN, PA |
| — | Form ADV | BALA CAPITAL GROUP, LLC | CHIEF INVESTMENT OFFICER | PHILADELPHIA, PA |