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Katherine Marie Carlson

FRANKLIN PARK ASSOCIATES, LLC·BALA CYNWYD, Pennsylvania
Unclaimed Profile
THREE BALA PLAZA, BALA CYNWYD, PA 19004CRD# 4156550Firm CRD# 126508
01

About

Katherine Marie Carlson is a registered financial advisor based in BALA CYNWYD, Pennsylvania, affiliated with FRANKLIN PARK ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
FRANKLIN PARK ASSOCIATES, LLC
FRANKLIN PARK
AUM
$8.6B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at FRANKLIN PARK ASSOCIATES, LLC →
Services
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4156550
Firm CRD# 126508
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Katherine Marie Carlson offer?
Katherine Marie Carlson specializes in Retirement Planning, Wealth Management. Contact their office in BALA CYNWYD, Pennsylvania for a consultation.
What are Katherine Marie Carlson's credentials?
Katherine Marie Carlson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Marie Carlson located?
Katherine Marie Carlson is based in BALA CYNWYD, Pennsylvania, working with FRANKLIN PARK ASSOCIATES, LLC. Their office serves clients in the BALA CYNWYD metropolitan area and surrounding communities.
How does Katherine Marie Carlson charge for services?
Katherine Marie Carlson's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FRANKLIN PARK ASSOCIATES, LLC?
FRANKLIN PARK ASSOCIATES, LLC has approximately 29 employees and manages $8.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BALA CYNWYD
Ira Mark Lubert — QUAKER PARTNERS MANAGEMENT L.P.Seth Jonathan Lehr — QUAKER PARTNERS MANAGEMENT L.P.Michelle Woods Vaughn — QUAKER PARTNERS MANAGEMENT L.P.Alan Cletus Heuberger — HAMILTON LANE ADVISORS LLCKarl J Hartmann — FRANKLIN PARK ASSOCIATES, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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