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
| Title | Ceo/Managing Partner |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2006 |
Circle Wealth Management, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2006 |