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Catherine Cannon Goel

RELATIVE VALUE PARTNERS GROUP, LLC·NORTHBROOK, Illinois
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1033 SKOKIE BOULEVARD, NORTHBROOK, IL 60062CRD# 4677138Firm CRD# 281067
01

About

Catherine Cannon Goel is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with RELATIVE VALUE PARTNERS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RELATIVE VALUE PARTNERS GROUP, LLC
RELATIVE VALUE PARTNERS, LLC
AUM
$2.6B
Regulatory assets under management
Employees
21
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4677138
Firm CRD# 281067
No disclosures on file
View on FINRA BrokerCheck →

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05

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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