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Catherine Friend White

FINARC LLC·NEEDHAM, Massachusetts
FINARC LLC
140 KENDRICK STREET, NEEDHAM, MA 02494CRD# 1641544Firm CRD# 107487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Friend White · NEEDHAM, MA
Registration
CRD #1641544 · FINARC LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

Catherine Friend White is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with FINARC LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FINARC LLC
FINARC LLC
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FINARC LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1641544
Firm CRD# 107487
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Friend White offer?
Catherine Friend White specializes in Investment Management, Wealth Management. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Catherine Friend White's credentials?
Catherine Friend White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Friend White located?
Catherine Friend White is based in NEEDHAM, Massachusetts, working with FINARC LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Catherine Friend White charge for services?
Catherine Friend White's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINARC LLC?
FINARC LLC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINARC LLC

Richard Edward White
NEEDHAM, MA

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Research
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