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Amy Bethanna King

KATHMERE CAPITAL MANAGEMENT, LLC·WAYNE, Pennsylvania
Clean recordKATHMERE CAPITAL MANAGEMENT, LLC
435 DEVON PARK DRIVE, WAYNE, PA 19087CRD# 5175433Firm CRD# 305118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Amy Bethanna King · WAYNE, PA
Registration
CRD #5175433 · KATHMERE CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Amy Bethanna King is a registered financial advisor based in WAYNE, Pennsylvania, affiliated with KATHMERE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
KATHMERE CAPITAL MANAGEMENT, LLC
KATHMERE CAPITAL MANAGEMENT, LLC
AUM
$1.8B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at KATHMERE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5175433
Firm CRD# 305118
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Bethanna King offer?
Amy Bethanna King specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYNE, Pennsylvania for a consultation.
What are Amy Bethanna King's credentials?
Amy Bethanna King is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Bethanna King located?
Amy Bethanna King is based in WAYNE, Pennsylvania, working with KATHMERE CAPITAL MANAGEMENT, LLC. Their office serves clients in the WAYNE metropolitan area and surrounding communities.
How does Amy Bethanna King charge for services?
Amy Bethanna King's firm is compensated through percentage of aum, hourly charges, 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 KATHMERE CAPITAL MANAGEMENT, LLC?
KATHMERE CAPITAL MANAGEMENT, LLC has approximately 17 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at KATHMERE CAPITAL MANAGEMENT, LLC

Nicholas Reed Ryder
WAYNE, PA
Michael P Mcdermott
WAYNE, PA

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Research
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