Catherine R. Smith, Financial Planner, LLC

Catherine R. Smith, Financial Planner, LLC (CRD# 139909) is a financial advisory firm headquartered in Anchorage, AK. They manage $25,821,847 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1501 W. 34th Avenue, Anchorage, AK 99503
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $573,819
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK

Financial Advisors at Catherine R. Smith, Financial Planner, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Smith, financial advisor Anchorage AK
Catherine R. Smith
CRD#: 5231538
1501 W. 34th Avenue, Anchorage, AK 99503

Catherine Smith (CRD# 5231538) is an Investment Advisor Representative working at Catherine R. Smith, Financial Planner, LLC in Anchorage, AK and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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