Catherine
Tse
Allen Investment Management, LLC
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About this Advisor
Catherine Tse is a financial advisor based out of New York, New York who has 2 years of relevant experience. Tse is an employee of Allen Investment Management, LLC. The advisor has gained experience at Allen Investment Management, LLC, Sterling Stamos, Corrum Capital, Cascina LLC and Qu Capital. Tse has a Series 63 license, qualifying them as a securities broker, and can operate in New York. Allen Investment Management, LLC is a firm headquartered in New York, NY. It manages $11 billion in assets among its 655 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. Of its 655 customer accounts, 98% are associated with high-net-worth investors who have at least $1 million in investable assets. Allen Investment Management, LLC has a wide assortment of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fee schedules usually are based on the type of services. Fees charged by Allen Investment Management, LLC likely consist of some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Allen Investment Management, LLC Brokerage Details
$11,436,331,390
31
655
$17,460,048
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Catherine Tse Work History
Catherine has been registered as a financial advisor for 2 years.*
Allen Investment Management, LLC
Qu Capital
Cascina LLC
Corrum Capital
Sterling Stamos
*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 Tse 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 Allen Investment Management, LLC
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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