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Catherine Mary Straub

APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC·ANCHORAGE, Alaska
Clean recordAPCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
3800 CENTERPOINT DRIVE, ANCHORAGE, AK 99503CRD# 2189794Firm CRD# 172151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Mary Straub · ANCHORAGE, AK
Registration
CRD #2189794 · APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Mary Straub is a registered financial advisor based in ANCHORAGE, Alaska, affiliated with APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC
ALASKA WEALTH ADVISORS
AUM
$875M
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2189794
Firm CRD# 172151
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Mary Straub offer?
Catherine Mary Straub specializes in Financial Planning, Investment Management. Contact their office in ANCHORAGE, Alaska for a consultation.
What are Catherine Mary Straub's credentials?
Catherine Mary Straub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Mary Straub located?
Catherine Mary Straub is based in ANCHORAGE, Alaska, working with APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC. Their office serves clients in the ANCHORAGE metropolitan area and surrounding communities.
How does Catherine Mary Straub charge for services?
Catherine Mary Straub's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC?
APCM WEALTH MANAGEMENT FOR INDIVIDUALS, LLC has approximately 14 employees and manages $875M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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