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Catherine Quinn Bonanni

OVERLOCK CAPITAL LLC·WASHINGTON, District of Columbia
Clean recordOVERLOCK CAPITAL LLC
1625 K STREET NW, WASHINGTON, DC 20006CRD# 6547091Firm CRD# 330427

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Quinn Bonanni · WASHINGTON, DC
Registration
CRD #6547091 · OVERLOCK CAPITAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Quinn Bonanni is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with OVERLOCK CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
OVERLOCK CAPITAL LLC
OVERLOCK CAPITAL LLC
AUM
$115M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OVERLOCK CAPITAL LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 6547091
Firm CRD# 330427
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Quinn Bonanni offer?
Catherine Quinn Bonanni specializes in Investment Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Catherine Quinn Bonanni's credentials?
Catherine Quinn Bonanni is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Quinn Bonanni located?
Catherine Quinn Bonanni is based in WASHINGTON, District of Columbia, working with OVERLOCK CAPITAL LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Catherine Quinn Bonanni charge for services?
Catherine Quinn Bonanni's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OVERLOCK CAPITAL LLC?
OVERLOCK CAPITAL LLC has approximately 4 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Alexandria Lynn Fenzl
WASHINGTON, DC

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