Catherine
Hammond

Srs Capital Advisors, Inc

CRD#6278615
Investment Advisor
in Colorado Springs, CO

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About this Advisor

Catherine Hammond is a financial advisor based out of Colorado Springs, Colorado, with a total of 9 years of industry experience. Hammond is an advisor for Srs Capital Advisors, Inc. Over the course of their career, Hammond has held roles at Hammond Law Group and Srs Capital Advisors, Inc. Hammond holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to work in Colorado. Srs Capital Advisors, Inc is a registered investment business based out of Denver, CO. The firm has offices in four locations and a total of 22 employees. It administers $1 billion in total assets between its 3,450 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm advises 10 charitable organizations. Of its 3,450 customer accounts, just 8% belong to high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and other services. A financial advisor's fees usually are based on the type of financial services offered. Fee types billed by Srs Capital Advisors, Inc can consist of any combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Kissing Camels Office Park 2955 Professional Place, Suite 300
Colorado Springs, CO 80904

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Srs Capital Advisors, Inc Brokerage Details

Total Assets Under Management

$1,159,183,101

CO Average: $2,349,664,866
Total Number of Employees

22

CO Average: 28
Total Number of Accounts

3,450

CO Average: 1,101
Average Account Size

$335,995

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Catherine Hammond Work History

Catherine has been registered as a financial advisor for 9 years.*

2014 - Present (10 years)

Srs Capital Advisors, Inc

2005 - Present (19 years)

Hammond Law Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Catherine Hammond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Srs Capital Advisors, Inc

Patrick South
Wayne, PA
Michael Riordan
Denver, CO
Jeffrey Apps
Avon, CO
Albert Flores
Denver, CO
Christian Pevarnik
Denver, CO
Philip Cook
Denver, CO
Geraldine Janiczek
Denver, CO
Patrick Johnson
Denver, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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