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Kimberly Ann Ratcliffe

SALEM CAPITAL MANAGEMENT INC·WOBURN, Massachusetts
Clean recordSALEM CAPITAL MANAGEMENT INC
400 UNICORN PARK DRIVE, WOBURN, MA 01801CRD# 4482911Firm CRD# 108622

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Ann Ratcliffe · WOBURN, MA
Registration
CRD #4482911 · SALEM CAPITAL MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Ann Ratcliffe is a registered financial advisor based in WOBURN, Massachusetts, affiliated with SALEM CAPITAL MANAGEMENT INC. 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
SALEM CAPITAL MANAGEMENT INC
SALEM CAPITAL MANAGEMENT INC
AUM
$285M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SALEM CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4482911
Firm CRD# 108622
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Ratcliffe offer?
Kimberly Ann Ratcliffe specializes in Investment Management, Wealth Management. Contact their office in WOBURN, Massachusetts for a consultation.
What are Kimberly Ann Ratcliffe's credentials?
Kimberly Ann Ratcliffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Ratcliffe located?
Kimberly Ann Ratcliffe is based in WOBURN, Massachusetts, working with SALEM CAPITAL MANAGEMENT INC. Their office serves clients in the WOBURN metropolitan area and surrounding communities.
How does Kimberly Ann Ratcliffe charge for services?
Kimberly Ann Ratcliffe'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 SALEM CAPITAL MANAGEMENT INC?
SALEM CAPITAL MANAGEMENT INC has approximately 5 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Hal Rubin
WOBURN, MA

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Research
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