AdvisorOS Directory
Claim Profile
KG

Katherine Ann Grant

ATWATER WEALTH MANAGEMENT, INC.·BOSTON, Massachusetts
Unclaimed Profile
176 FEDERAL STREET, BOSTON, MA 02110CRD# 5830295Firm CRD# 172749
01

About

Katherine Ann Grant is a registered financial advisor based in BOSTON, Massachusetts, affiliated with ATWATER WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ATWATER WEALTH MANAGEMENT, INC.
ATWATER WEALTH MANAGEMENT
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ATWATER WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5830295
Firm CRD# 172749
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Katherine Ann Grant offer?
Katherine Ann Grant specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Katherine Ann Grant's credentials?
Katherine Ann Grant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Ann Grant located?
Katherine Ann Grant is based in BOSTON, Massachusetts, working with ATWATER WEALTH MANAGEMENT, INC.. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Katherine Ann Grant charge for services?
Katherine Ann Grant's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATWATER WEALTH MANAGEMENT, INC.?
ATWATER WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ATWATER WEALTH MANAGEMENT, INC.

Caroline Anne Gaffney
BOSTON, MA

More Advisors in BOSTON, Massachusetts

Erik J Anderson
SPRING LAKE EQUITY GP LLC·BOSTON, MA
Abigail Marie Armstrong
SIGNATOR INVESTORS, INC.·BOSTON, MA
Mitchell Evan Harris
HARBOURVEST PARTNERS, LLC·BOSTON, MA
Andrew Clive Rice
JOHCM (USA) INC·BOSTON, MA
Brian Basil Heapps
SIGNATOR INVESTORS, INC.·BOSTON, MA
Carmen Joseph Scarpa
SPRING LAKE EQUITY GP LLC·BOSTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)LEXINGTON (42)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile