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Katie Bee Marshall

ANDERSON GROWTH PARTNERS, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
2801 HIGHWAY 280 SOUTH, BIRMINGHAM, AL 35223CRD# 6047073Firm CRD# 138600
01

About

Katie Bee Marshall is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with ANDERSON GROWTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
ANDERSON GROWTH PARTNERS, LLC
ANDERSON GROWTH PARTNERS, LLC
AUM
$843M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ANDERSON GROWTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 6047073
Firm CRD# 138600
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katie Bee Marshall offer?
Katie Bee Marshall specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Katie Bee Marshall's credentials?
Katie Bee Marshall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katie Bee Marshall located?
Katie Bee Marshall is based in BIRMINGHAM, Alabama, working with ANDERSON GROWTH PARTNERS, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Katie Bee Marshall charge for services?
Katie Bee Marshall's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ANDERSON GROWTH PARTNERS, LLC?
ANDERSON GROWTH PARTNERS, LLC has approximately 10 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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