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Catherine Ann Calvano-Goddard

THE FISHER GROUP, LLC·SOUTHFIELD, Michigan
Clean recordTHE FISHER GROUP, LLC
TWO TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 5801417Firm CRD# 154065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Ann Calvano-Goddard · SOUTHFIELD, MI
Registration
CRD #5801417 · THE FISHER GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Ann Calvano-Goddard is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with THE FISHER GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
THE FISHER GROUP, LLC
THE FISHER GROUP, LLC
AUM
$731M
Regulatory assets under management
Employees
11
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5801417
Firm CRD# 154065
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05

Frequently Asked Questions

What services does Catherine Ann Calvano-Goddard offer?
Catherine Ann Calvano-Goddard specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Catherine Ann Calvano-Goddard's credentials?
Catherine Ann Calvano-Goddard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Ann Calvano-Goddard located?
Catherine Ann Calvano-Goddard is based in SOUTHFIELD, Michigan, working with THE FISHER GROUP, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Catherine Ann Calvano-Goddard charge for services?
Catherine Ann Calvano-Goddard'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 THE FISHER GROUP, LLC?
THE FISHER GROUP, LLC has approximately 11 employees and manages $731M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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