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Carol Ann Mcclatchie

COMPREHENSIVE PLANNING ASSOCIATES, LTD.·WESTPORT, Connecticut
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164 KINGS HIGHWAY NORTH, WESTPORT, CT 06880CRD# 5804801Firm CRD# 158280
01

About

Carol Ann Mcclatchie is a registered financial advisor based in WESTPORT, Connecticut, affiliated with COMPREHENSIVE PLANNING ASSOCIATES, LTD.. 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
03

Firm Overview

Firm
COMPREHENSIVE PLANNING ASSOCIATES, LTD.
COMPASS
AUM
$32M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at COMPREHENSIVE PLANNING ASSOCIATES, LTD. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 5804801
Firm CRD# 158280
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carol Ann Mcclatchie offer?
Carol Ann Mcclatchie specializes in Financial Planning, Investment Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Carol Ann Mcclatchie's credentials?
Carol Ann Mcclatchie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carol Ann Mcclatchie located?
Carol Ann Mcclatchie is based in WESTPORT, Connecticut, working with COMPREHENSIVE PLANNING ASSOCIATES, LTD.. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Carol Ann Mcclatchie charge for services?
Carol Ann Mcclatchie's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COMPREHENSIVE PLANNING ASSOCIATES, LTD.?
COMPREHENSIVE PLANNING ASSOCIATES, LTD. has approximately 1 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)HARTFORD (225)DARIEN (222)NORWALK (134)
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