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Catherine Richards Mcclellan

GENSPRING FAMILY OFFICES, LLC·JUPITER, Florida
GENSPRING FAMILY OFFICES, LLC
150 SOUTH US HIGHWAY 1, JUPITER, FL 33477CRD# 1453119Firm CRD# 109278

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Richards Mcclellan · JUPITER, FL
Registration
CRD #1453119 · GENSPRING FAMILY OFFICES, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Catherine Richards Mcclellan is a registered financial advisor based in JUPITER, Florida, affiliated with GENSPRING FAMILY OFFICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
GFO ADVISORY SERVICES, LLC
GFO ADVISORY SERVICES, LLC
AUM
$257M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at GFO ADVISORY SERVICES, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1453119
Firm CRD# 109278
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Richards Mcclellan offer?
Catherine Richards Mcclellan specializes in Retirement Planning, Fee-Only Advisory. Contact their office in JUPITER, Florida for a consultation.
What are Catherine Richards Mcclellan's credentials?
Catherine Richards Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Richards Mcclellan located?
Catherine Richards Mcclellan is based in JUPITER, Florida, working with GENSPRING FAMILY OFFICES, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Catherine Richards Mcclellan charge for services?
Catherine Richards Mcclellan'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 GENSPRING FAMILY OFFICES, LLC?
GENSPRING FAMILY OFFICES, LLC has approximately 11 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GENSPRING FAMILY OFFICES, LLC

David Ioram Bokman
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Michael Abraham Woocher
JUPITER, FL
CFP
Ernest Nicholas Dawal
JUPITER, FL
Michael Joseph Santone
JUPITER, FL
Patrick Anthony Paparelli
JUPITER, FL
Patricia Reed Centeno
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Research
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