Kattan Ferretti Financial LP

Kattan Ferretti Financial LP (CRD# 167710) is a financial advisory firm headquartered in Greensburg, PA. They manage $6,500,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $185,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Kattan Ferretti Financial LP
Showing 1 - 2 of 2 top financial advisors.
1
Bradley R. Roth
CRD#: 5686432
1002 Tower Way, Greensburg, PA 15601
90
Wealthminder
score

Bradley Roth (CRD# 5686432) is an Investment Advisor Representative working at Kattan Ferretti Financial LP in Greensburg, PA and has over 5 years of experience in the finance industry.

2
Kenneth G. Trimbath
CRD#: 6610738
1002 Tower Way, Greensburg, PA 15601
87
Wealthminder
score

Kenneth Trimbath (CRD# 6610738) is an Investment Advisor Representative working at Kattan Ferretti Financial LP in Greensburg, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.