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KF

Katherine K. Fischer

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CRD#: 6961855
KF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Katherine Krieg Fischer, CFA, who also goes by Katherine Claire Krieg, was a registered financial professional .

Katherine is a previously registered financial professional and started their career in finance in 2018. Katherine had worked at 1 firm .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Katherine Claire Krieg

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Past

June 6, 2018 - August 14, 2020

ENSEMBLE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 107213
BURLINGAME, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


EC
ENSEMBLE CAPITAL MANAGEMENT, LLC
BROWN CURTIS & CO | ENSEMBLE CAPITAL MANAGEMENT, LLC | CURTIS BROWN & COMPANY | BROWN CURTIS HAMMOND

CRD#: 107213 / SEC#: 801-54850

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Contact information


Main Address
555 Mission St Suite 3325, San Francisco, CA 94105
Mailing Address
Phone number
(650) 696-1240
Established
Firm type
Fiscal year end
# of Employees
17

Documents


Latest Form ADV

Part 2 Brochures

ECM FORM ADV 2A FIRM BROCHURE (3/25/2024)

Regulatory assets under management


Total Number of Accounts741
AUM (Assets Under Management)$ 1,662,677,939

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ENSEMBLE CAPITAL MANAGEMENT, LLC

CRD#: 107213

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