Unclaimed Profile

Catherine Cannon Goel

RELATIVE VALUE PARTNERS GROUP, LLC·NORTHBROOK, Illinois

Series 3, Series 7, Series 63, Series 65Clean record18 years registeredRELATIVE VALUE PARTNERS GROUP, LLC

1033 SKOKIE BOULEVARD, NORTHBROOK, IL 60062CRD# 4677138Firm CRD# 281067

Profile Verification

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

Identity

Catherine Cannon Goel · NORTHBROOK, IL

Registration

CRD #4677138 · RELATIVE VALUE PARTNERS GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jan 2026 – present

KOVITZ INVESTMENT GROUP PARTNERS, LLC

Aug 2024 – Dec 2024

Northbrook, IL

NORTHCOAST ASSET MANAGEMENT LLC

Aug 2024 – Mar 2026

Deerfield, IL

RELATIVE VALUE PARTNERS, LLC

Aug 2015 – Aug 2024

NORTHBROOK, IL

RELATIVE VALUE PARTNERS, LLC

Jan 2008 – Aug 2015

NORTHBROOK, IL

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · January 24, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RELATIVE VALUE PARTNERS GROUP, LLC

CRD 281067 · SEC 801-106503

AUM

$2.6B

Regulatory assets under management

Employees

1,471 client accounts

Services offered by RELATIVE VALUE PARTNERS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RELATIVE VALUE PARTNERS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Catherine Cannon Goel offer?

Catherine Cannon Goel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NORTHBROOK, Illinois for a consultation.

What are Catherine Cannon Goel's credentials?

Catherine Cannon Goel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Catherine Cannon Goel located?

Catherine Cannon Goel is based in NORTHBROOK, Illinois, working with RELATIVE VALUE PARTNERS GROUP, LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.

How does Catherine Cannon Goel charge for services?

Catherine Cannon Goel's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RELATIVE VALUE PARTNERS GROUP, LLC?

RELATIVE VALUE PARTNERS GROUP, LLC has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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