Chief Operating Officer · Atwater Wealth Management, Inc.
Katherine Ann Grant
CRD 5830295 · Named on Form ADV at one SEC-registered adviser
At a glance
Atwater Wealth Management, Inc., an SEC-registered wealth manager based in Boston, MA with $248 million in regulatory assets, lists Katherine Ann Grant on its Form ADV as Chief Operating Officer.
Firms and roles
- Atwater Wealth Management, Inc.Chief Operating OfficerWealth manager · Boston, MA · $248M in regulatory assets
AtlasMembers
Katherine’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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Colleagues named on the same filings
- Caroline A. GaffneyChief Executive Officer/chief Compliance Officer, Atwater Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.