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Katherine Jeanette Cathcart

INDEPENDENT PORTFOLIO CONSULTANTS, INC.·BOCA RATON, Florida
Series 24Series 53Series 52Series 7Series 65Series 63SIELicensed in 2 states
Unclaimed Profile
5002 T-REX AVENUE, BOCA RATON, FL 33431CRD# 2343349Firm CRD# 120420
01

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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
INDEPENDENT PORTFOLIO CONSULTANTS, INC.
AUM
$2.0B
Regulatory assets under management
Employees
15
Total firm employees
View all advisors at INDEPENDENT PORTFOLIO CONSULTANTS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2343349
Firm CRD# 120420
135 disclosures on file
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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Nearby cities in Florida
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City Guides
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Research
Advisor Fees in FloridaNational Fee Analysis
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