KA
Kathleen Anne Grace
CRD 2617554
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Fiduciary Family Office, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Fiduciary Family Office, Llc
Managing Member And Chief Executive Officer · 50% – 75% · May 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗