Catherine
White
Portside Wealth Group, LLC
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About this Advisor
Catherine White is a financial advisor based in Provo, Utah, working with Portside Wealth Group, LLC. Catherine has previously held positions at Synovus Securities, Inc, Manpower Group, Treadstone Climbing, Synovus Bank, Wag Labs, Inc, Synovus Securities Inc, Fidelity Investments, Stand And Stretch, Dfpg Investments, LLC, Hudson Oaks Wealth Management, Townsquare Capital, Concorde Investment Services, LLC, and Portside Wealth Group. Catherine has passed the Series 66 regulatory exam and is registered to provide services in Utah. Currently, Catherine is part of Portside Wealth Group, LLC, which operates out of Provo, Utah. The firm has 28 offices and 40 employees. The firm manages assets totaling $884.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Portside Wealth Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Portside Wealth Group, LLC Brokerage Details
$884,770,030
40
10,048
$88,054
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Catherine White Work History
Concorde Investment Services, LLC
Portside Wealth Group
Hudson Oaks Wealth Management
Dfpg Investments, LLC
Townsquare Capital
Stand And Stretch
Synovus Securities Inc
Synovus Bank
Fidelity Investments
Synovus Bank
Synovus Securities, Inc
Wag Labs, Inc
Synovus Securities, Inc
Manpower Group
Treadstone Climbing
Disclosures
Please visit the SEC profile of Catherine White 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 Portside Wealth Group, LLC
Scottsdale, AZ
Denver, CO
Provo, UT
Provo, UT
Burley, ID
Provo, UT
Riverside, CA
Provo, UT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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