Katherine
Braddock

Mtc Wealth Management

CRD#2151467
Investment Advisor
in Tampa, FL

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About this Advisor

Katherine Braddock is a financial advisor based in Tampa, Florida, working with Mtc Wealth Management. Katherine has previously held a position at Members Trust and is registered to provide services in a wide range of states, including Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Currently, Katherine is part of Mtc Wealth Management, which operates out of Tampa, Florida. The firm has one office and employs 19 individuals. The firm manages assets totaling $313.6 million and offers portfolio management services for institutional clients. The fee structure at Mtc Wealth Management includes asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

14055 Riveredge Dr. Suite 525
Tampa, FL 33637

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Mtc Wealth Management Brokerage Details

Total Assets Under Management

$313,622,881

FL Average: $1,855,561,029
Total Number of Employees

19

FL Average: 62
Total Number of Accounts

3

FL Average: 2,474
Average Account Size

$104,540,960

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for businesses or institutional clients

Katherine Braddock Work History

2001 - Present (24 years)

Members Trust

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Katherine Braddock 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 Mtc Wealth Management

Daric Olson
Denver, CO
Sharon Giuffre
Tampa, FL
Jeffrey Terrell
Denver, NC
Katherine Braddock
Tampa, FL
Kei Sasaki
Chatham, NJ

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