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Catherine Lane Weyerhaeuser

CLEARWATER MANAGEMENT CO., INC.·ST PAUL, Minnesota
Clean recordCLEARWATER MANAGEMENT CO., INC.
30 EAST 7TH STREET, SUITE 2000, ST PAUL, MN 55101CRD# 4336199Firm CRD# 105307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Catherine Lane Weyerhaeuser · ST PAUL, MN
Registration
CRD #4336199 · CLEARWATER MANAGEMENT CO., INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Catherine Lane Weyerhaeuser is a registered financial advisor based in ST PAUL, Minnesota, affiliated with CLEARWATER MANAGEMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Institutional Investors
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CLEARWATER MANAGEMENT CO., INC.
CLEARWATER MANAGEMENT CO., INC.
AUM
$3.8B
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
Regulatory
SEC/IARD CRD# 4336199
Firm CRD# 105307
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Catherine Lane Weyerhaeuser offer?
Catherine Lane Weyerhaeuser specializes in Investment Management, Retirement Planning. Contact their office in ST PAUL, Minnesota for a consultation.
What are Catherine Lane Weyerhaeuser's credentials?
Catherine Lane Weyerhaeuser is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Catherine Lane Weyerhaeuser located?
Catherine Lane Weyerhaeuser is based in ST PAUL, Minnesota, working with CLEARWATER MANAGEMENT CO., INC.. Their office serves clients in the ST PAUL metropolitan area and surrounding communities.
How does Catherine Lane Weyerhaeuser charge for services?
Catherine Lane Weyerhaeuser's firm is compensated through percentage of aum, other: fixed % of committed capital or nav for private funds.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLEARWATER MANAGEMENT CO., INC.?
CLEARWATER MANAGEMENT CO., INC. has approximately 1 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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