AdvisorOS Directory
Claim Profile
KL

Katherine Rachel Lahnstein

SMALL ENTERPRISE ASSISTANCE FUNDS·WASHINGTON, District of Columbia
Unclaimed Profile
1500 K STREET NW, WASHINGTON, DC 20005CRD# 6589066Firm CRD# 161539
01

About

Katherine Rachel Lahnstein is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with SMALL ENTERPRISE ASSISTANCE FUNDS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
SMALL ENTERPRISE ASSISTANCE FUNDS
SEAF
AUM
$112M
Regulatory assets under management
Employees
55
Total firm employees
View all advisors at SMALL ENTERPRISE ASSISTANCE FUNDS →
Services
Pension consulting
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6589066
Firm CRD# 161539
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WASHINGTON?

Browse all registered financial advisors in WASHINGTON, District of Columbia or claim this profile if it's yours.

Browse WASHINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Katherine Rachel Lahnstein offer?
Katherine Rachel Lahnstein specializes in Retirement Planning. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Katherine Rachel Lahnstein's credentials?
Katherine Rachel Lahnstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Rachel Lahnstein located?
Katherine Rachel Lahnstein is based in WASHINGTON, District of Columbia, working with SMALL ENTERPRISE ASSISTANCE FUNDS. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Katherine Rachel Lahnstein charge for services?
Katherine Rachel Lahnstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMALL ENTERPRISE ASSISTANCE FUNDS?
SMALL ENTERPRISE ASSISTANCE FUNDS has approximately 55 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WASHINGTON
Kevin Patrick Sheehan — MULTIPLIER CAPITAL, LLCRay Clarence Boone — MULTIPLIER CAPITAL, LLCBion Knauer Ludwig — ABS CP, INC.Phillip Anthony Clough — ABS CP, INC.Henry Robinson Oconnor — MULTIPLIER CAPITAL, LLC
Nearby cities in District of Columbia
WASHINGTON, D.C. (11)WASHINGTON DC (4)WASHING DC (2)
City Guides
WASHINGTON, D.C. GuideWASHINGTON DC GuideWASHING DC Guide
Research
Advisor Fees in District of ColumbiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile