I recently inherited 890k from my grandmother, (22 yr old college senior here), most of it is invested in pretty standard mutual funds. However, 57k is in the form of a private company, the company doesn’t have a website to get details on, my Mom & financial advisor are also just as in the dark as I am. But, I’m pretty sure it is involved in timbering, apartments complexes/retail & oil wells - having looked at public records regarding their sub LLC’s names & property records. I don’t think I’d intend on selling because it pays a $930 quarterly dividend.
What’s the best way to go about getting more information on the company? Should I call them & see if I can get a sit down w someone there? Anyone else on here have experience w a similar situation?
Submitted October 24, 2019 at 08:23PM by wbeachboy https://ift.tt/32LQJkr
