Catherine
Mendoza
Virtue Capital Management, LLC
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About this Advisor
Catherine Mendoza is a financial advisor who works in Dublin, California who has 4 years of industry experience. Mendoza is on the advisory team at Virtue Capital Management, LLC. Their career trajectory has included roles at Virtue Capital Management, LLC, Horter Investment Management, LLC, Cm Financial Strategies and Groceryworks.Com Operating Company. Mendoza holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California. Virtue Capital Management, LLC is an advisory business that has its headquarters in Brentwood, TN. The investment advisory business has offices in 98 locations and a total of 133 people on staff. It handles $941 million in assets under management between its 8,035 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides financial advisory services to eight charities and foundations. Of its 8,035 accounts, just 1% belong to high-net-worth individuals who have more than $1 million in investable assets. Virtue Capital Management, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fees charged by Virtue Capital Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Virtue Capital Management, LLC Brokerage Details
$941,394,286
133
8,035
$117,162
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Catherine Mendoza Work History
Catherine has been registered as a financial advisor for 4 years.*
Virtue Capital Management, LLC
Cm Financial Strategies
Horter Investment Management, LLC
Groceryworks.Com Operating Company
*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 Mendoza 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 Virtue Capital Management, LLC
Orlando, FL
Brentwood, TN
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Pompano Beach, FL
Brentwood, TN
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Aberdeen, NC
Jacksonville, FL
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