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Catherine Aragon

GIMBEL ARTHUR D INC·BURLINGAME, California
Unclaimed Profile
840 HINCKLEY ROAD, BURLINGAME, CA 94010-1505CRD# 5035365Firm CRD# 110982
01

About

Catherine Aragon is a registered financial advisor based in BURLINGAME, California, affiliated with GIMBEL ARTHUR D INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GIMBEL ARTHUR D INC
AUM
$42M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at GIMBEL ARTHUR D INC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5035365
Firm CRD# 110982
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Aragon offer?
Catherine Aragon specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Catherine Aragon's credentials?
Catherine Aragon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Aragon located?
Catherine Aragon is based in BURLINGAME, California, working with GIMBEL ARTHUR D INC. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Catherine Aragon charge for services?
Catherine Aragon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GIMBEL ARTHUR D INC?
GIMBEL ARTHUR D INC has approximately 1 employees and manages $42M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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