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Maria Lourdes Kattan-Chrin

Ceo/Managing PartnerCircle Wealth Management, LLCCRD 2029554

About Maria Lourdes Kattan-Chrin

Maria Lourdes Kattan-Chrin is listed as Ceo/Managing Partner at Circle Wealth Management, LLC in Summit, NJ. Form ADV reports a beneficial ownership band of Under 5%. Maria Lourdes Kattan-Chrin is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Circle Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Maria Lourdes Kattan-Chrin work?

Maria Lourdes Kattan-Chrin is listed as Ceo/Managing Partner at Circle Wealth Management, LLC on SEC Form ADV.

How much of Circle Wealth Management, LLC does Maria Lourdes Kattan-Chrin own?

Form ADV reports a beneficial ownership band of Under 5%.

Circle Wealth Management, LLC

TitleCeo/Managing Partner
OwnershipUnder 5%
Control personYes
Since2006
View Circle Wealth Management, LLC →

Circle Wealth Management, LLC

TitleMember
Ownership50-75%
Control personYes
Since2006
View Circle Wealth Management, LLC →