CATHERINE R. SMITH, FINANCIAL PLANNER, LLC

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC of ANCHORAGE, AK is an SEC-registered investment adviser (CRD 139909). Regulatory assets under management: $31.2M.

Registration

• CRD: 139909
• Type: Registered investment adviser
• Location: 1501 W. 34TH AVENUE, ANCHORAGE, AK, 99503
• Phone: 907-562-2438
• Latest filing: 2026-02-13
• Regulatory AUM: $31.2M
• Discretionary AUM: $31.2M
• Clients: 3
• Accounts: 54

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 139909 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search