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Katharine Booth Marvel

Chief Compliance Officer, President, And Managing MemberMarvel Financial Planning, Inc.CRD 2368706

About Katharine Booth Marvel

Katharine Booth Marvel is listed as Chief Compliance Officer, President, And Managing Member at Marvel Financial Planning, Inc.. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Marvel Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katharine Booth Marvel work?

Katharine Booth Marvel is listed as Chief Compliance Officer, President, And Managing Member at Marvel Financial Planning, Inc. on SEC Form ADV.

How much of Marvel Financial Planning, Inc. does Katharine Booth Marvel own?

Form ADV reports a beneficial ownership band of Over 75%.

Marvel Financial Planning, Inc.

TitleChief Compliance Officer, President, And Managing Member
OwnershipOver 75%
Control personYes
Since2001
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