Unclaimed Profile

Kathleen M Christensen

FILOMENO WEALTH MANAGEMENT, LLC·WEST HARTFORD, Connecticut

Clean recordFILOMENO WEALTH MANAGEMENT, LLC

80 SOUTH MAIN STREET, WEST HARTFORD, CT 06107CRD# 5344482Firm CRD# 145450

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen M Christensen · WEST HARTFORD, CT

Registration

CRD #5344482 · FILOMENO WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen M Christensen is a registered financial advisor based in WEST HARTFORD, Connecticut, affiliated with FILOMENO WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FILOMENO WEALTH MANAGEMENT, LLC

AUM

$58M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FILOMENO WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5344482

Firm CRD# 145450

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen M Christensen offer?

Kathleen M Christensen specializes in Financial Planning, Investment Management. Contact their office in WEST HARTFORD, Connecticut for a consultation.

What are Kathleen M Christensen's credentials?

Kathleen M Christensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen M Christensen located?

Kathleen M Christensen is based in WEST HARTFORD, Connecticut, working with FILOMENO WEALTH MANAGEMENT, LLC. Their office serves clients in the WEST HARTFORD metropolitan area and surrounding communities.

How does Kathleen M Christensen charge for services?

Kathleen M Christensen'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 FILOMENO WEALTH MANAGEMENT, LLC?

FILOMENO WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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