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Catherine Grace Prentice

PORT STREET INVESTMENTS, LLC·NEWPORT BEACH, California
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24 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660CRD# 2537377Firm CRD# 168596
01

About

Catherine Grace Prentice is a registered financial advisor based in NEWPORT BEACH, California, affiliated with PORT STREET INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
PORT STREET INVESTMENTS, LLC
PORT STREET INVESTMENTS, LLC
AUM
$221M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PORT STREET INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2537377
Firm CRD# 168596
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Grace Prentice offer?
Catherine Grace Prentice specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.
What are Catherine Grace Prentice's credentials?
Catherine Grace Prentice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Grace Prentice located?
Catherine Grace Prentice is based in NEWPORT BEACH, California, working with PORT STREET INVESTMENTS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Catherine Grace Prentice charge for services?
Catherine Grace Prentice'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 PORT STREET INVESTMENTS, LLC?
PORT STREET INVESTMENTS, LLC has approximately 3 employees and manages $221M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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