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Kathleen A Taddie

STELLAR CAPITAL MANAGEMENT LLC·PHOENIX, Arizona
Clean recordSTELLAR CAPITAL MANAGEMENT LLC
2200 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 6049380Firm CRD# 109415

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kathleen A Taddie · PHOENIX, AZ
Registration
CRD #6049380 · STELLAR CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kathleen A Taddie is a registered financial advisor based in PHOENIX, Arizona, affiliated with STELLAR CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
STELLAR CAPITAL MANAGEMENT LLC
STELLAR CAPITAL MANAGEMENT LLC
AUM
$408M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STELLAR CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: NEGOTIATED PROJECT FEES
Regulatory
SEC/IARD CRD# 6049380
Firm CRD# 109415
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen A Taddie offer?
Kathleen A Taddie specializes in Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Kathleen A Taddie's credentials?
Kathleen A Taddie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen A Taddie located?
Kathleen A Taddie is based in PHOENIX, Arizona, working with STELLAR CAPITAL MANAGEMENT LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Kathleen A Taddie charge for services?
Kathleen A Taddie's firm is compensated through percentage of aum, hourly charges, other: negotiated project fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STELLAR CAPITAL MANAGEMENT LLC?
STELLAR CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $408M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at STELLAR CAPITAL MANAGEMENT LLC

John Eldon Reimer
PHOENIX, AZ
Sheryl L Rayner
PHOENIX, AZ
Stephen John Taddei Aka Taddie
PHOENIX, AZ

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Research
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