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Katelin Cruse Holloway

776 MANAGEMENT, LLC·JUPITER, Florida
Clean record776 MANAGEMENT, LLC
6671 W INDIANTOWN ROAD, JUPITER, FL 33458CRD# 4785448Firm CRD# 311918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katelin Cruse Holloway · JUPITER, FL
Registration
CRD #4785448 · 776 MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Katelin Cruse Holloway is a registered financial advisor based in JUPITER, Florida, affiliated with 776 MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
776 MANAGEMENT, LLC
776 MANAGEMENT, LLC
AUM
$924M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at 776 MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4785448
Firm CRD# 311918
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katelin Cruse Holloway offer?
Katelin Cruse Holloway specializes in Retirement Planning. Contact their office in JUPITER, Florida for a consultation.
What are Katelin Cruse Holloway's credentials?
Katelin Cruse Holloway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katelin Cruse Holloway located?
Katelin Cruse Holloway is based in JUPITER, Florida, working with 776 MANAGEMENT, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Katelin Cruse Holloway charge for services?
Katelin Cruse Holloway'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 776 MANAGEMENT, LLC?
776 MANAGEMENT, LLC has approximately 12 employees and manages $924M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at 776 MANAGEMENT, LLC

Michael Cho
JUPITER, FL
Alexis Ohanian
JUPITER, FL

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