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Shareholder · Caterer Goodman Partners LTD

Jia Liu

CRD 7379057 · Named on Form ADV at one SEC-registered adviser

At a glance

Caterer Goodman Partners LTD, an SEC-registered wealth manager with $15 million in regulatory assets, lists Jia Liu on its Form ADV as Shareholder.

Firms and roles

AtlasMembers

Jia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Owen T. CatererManaging Director & Chief Compliance Officer, Caterer Goodman Partners LTD

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.