Unclaimed Profile

Katherine Jeanette Cathcart

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida

Series 24, Series 53, Series 52, Series 7, Series 65, Series 63INDEPENDENT PORTFOLIO CONSULTANTS, INC.

5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2343349Firm CRD# 120420

Profile Verification

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

Identity

Katherine Jeanette Cathcart · BOCA RATON, FL

Registration

CRD #2343349 · INDEPENDENT PORTFOLIO CONSULTANTS, INC.

Brand Profile

Not yet started

Disclosure history

135 disclosures on file · See FINRA BrokerCheck for full record

About

Katherine Jeanette Cathcart is a registered financial advisor based in BOCA RATON, Florida, affiliated with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2343349

Firm CRD# 120420

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Jeanette Cathcart offer?

Katherine Jeanette Cathcart specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BOCA RATON, Florida for a consultation.

What are Katherine Jeanette Cathcart's credentials?

Katherine Jeanette Cathcart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Katherine Jeanette Cathcart located?

Katherine Jeanette Cathcart is based in BOCA RATON, Florida, working with INDEPENDENT PORTFOLIO CONSULTANTS, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Katherine Jeanette Cathcart charge for services?

Katherine Jeanette Cathcart'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 INDEPENDENT PORTFOLIO CONSULTANTS, INC.?

INDEPENDENT PORTFOLIO CONSULTANTS, INC. has approximately 15 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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