Positive Sum Advisors LLC at 1446 Moraga St, San Francisco, Ca 94122-4406 lists Patrick W. O'shaughnessy of Stamford, CT as the associate.
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Samuel B Cates
Individual Agent
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1446 MORAGA ST, SAN FRANCISCO, CA 94122-4406
(View Past Addresses)
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Patrick W. O'shaughnessy
Manager
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6 SUBURBAN AVE, STAMFORD, CT 06901
(View Past Addresses)
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1446 MORAGA ST, SAN FRANCISCO, CA 94122-4406
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6 SUBURBAN AVE, STAMFORD, CT 06901
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NamePOSITIVE SUM ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$77,554 / $328,553 | 2023 | POSITIVE SUM ADVISORS 401(K) PLAN - Plan #001 | 7 / 8 | $77,554 / $328,553 |
| 2022 | Plan NamePOSITIVE SUM ADVISORS 401(K) PLAN Plan #001 Participants BOY/EOY0 / 7 Assets BOY/EOY$0 / $77,554 | 2022 | POSITIVE SUM ADVISORS 401(K) PLAN - Plan #001 | 0 / 7 | $0 / $77,554 |
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Positive Sum Advisors LLC
Registered in Washington
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Greenwich, CT | View Report | |
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Positive Sum Advisors LLC
Registered in Connecticut
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Greenwich, CT Stamford, CT | View Report |
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor