Catalina
Ulloa
Centric Wealth Management, LLC
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About this Advisor
Catalina Ulloa is a financial advisor working out of Chicago, Illinois who has 5 years of relevant experience. Ulloa is an advisor for Centric Wealth Management, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Mitchell D. Kreiter And Associates and Centric Wealth Management, LLC. Ulloa holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Centric Wealth Management, LLC is a registered investment firm operating out of Chicago, IL. The investment advisory business has offices in two locations and a total of seven financial advisors. It handles $449 million in assets among its 1,199 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,199 customer accounts, just 14% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees depend on which services are provided. However, fee types billed by Centric Wealth Management, LLC may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centric Wealth Management, LLC Brokerage Details
$448,482,462
7
1,199
$374,047
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Catalina Ulloa Work History
Catalina has been registered as a financial advisor for 5 years.*
Centric Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Mitchell D. Kreiter And Associates
*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 Catalina Ulloa 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 Centric Wealth Management, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Deerfield, IL
Chicago, IL
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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