Unclaimed Profile

Kathryn Kristine Lee Hatchett

HUGHES WARREN, INC.·EDMOND, Oklahoma

Clean record6 years registeredHUGHES WARREN, INC.

16350 MUIRFIELD PLACE, EDMOND, OK 73013CRD# 7283514Firm CRD# 145570

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathryn Kristine Lee Hatchett · EDMOND, OK

Registration

CRD #7283514 · HUGHES WARREN, INC. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUGHES WARREN, INC.

HUGHES WARREN, INC.

Aug 2020 – Apr 2023

EDMOND, OK

Registrations & Exams

Registration record

First registered · August 12, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUGHES WARREN, INC.

CRD 145570 · SEC 801-113240

AUM

$159M

Regulatory assets under management

Employees

757 client accounts

Services offered by HUGHES WARREN, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUGHES WARREN, INC. →

Introduction

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Frequently Asked Questions

What services does Kathryn Kristine Lee Hatchett offer?

Kathryn Kristine Lee Hatchett specializes in Financial Planning, Investment Management.

What are Kathryn Kristine Lee Hatchett's credentials?

Kathryn Kristine Lee Hatchett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn Kristine Lee Hatchett located?

Kathryn Kristine Lee Hatchett is based in EDMOND, Oklahoma, last registered with HUGHES WARREN, INC..

How does Kathryn Kristine Lee Hatchett charge for services?

Kathryn Kristine Lee Hatchett'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 HUGHES WARREN, INC.?

HUGHES WARREN, INC. has approximately 6 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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