Catherine
Temple
Agincourt Capital Management, LLC
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About this Advisor
Catherine Temple is a financial advisor based in Richmond, Virginia, working with Agincourt Capital Management, LLC. Catherine has previously held a position at Agincourt Capital Management and has passed the Series 63 and Series 65 regulatory exams. Catherine is registered to provide services in Virginia. Currently, Catherine is part of Agincourt Capital Management, LLC, which operates out of Richmond, Virginia. The firm has 17 employees and manages assets totaling $9.0 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Agincourt Capital Management, LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Agincourt Capital Management, LLC Brokerage Details
$8,988,905,427
17
396
$22,699,256
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
Catherine Temple Work History
Agincourt Capital Management
Disclosures
Please visit the SEC profile of Catherine Temple 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 Agincourt Capital Management, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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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