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Credentials
Series 65
Experience Industry experience
5 years
Location
Remote
Caterer Goodman Partners Ltd
Supported
Total advisors
2Clients per advisor
34 LowAvg AUM per client
$224,822 Very LowHNW client ratio
4% Very LowOwen Caterer is a financial advisor at Caterer Goodman Partners Ltd with 4 years of industry experience. He holds a Series 65 designation and has been with the firm since 2011. Outside of his advisory role, he is involved in mortgage brokerage as an outside business activity. Caterer Goodman Partners Ltd provides discretionary and non-discretionary investment management and sub-advisory services primarily to individuals, including high-net-worth clients, and other advisers. The firm uses a combined top-down global macro and economic-cycle analysis with sector rotation and company-level fundamental research, focusing on technology for medium-term growth, and serves a materially international client base through intermediaries.
Based on Caterer Goodman Partners Ltd
1.5% annually for investment management services; 1% annually for sub-advisory services
Account minimum: $250,000
Texas
5 years of industry experience
Caterer Goodman Partners Ltd
2011 - Present • 15 years
Runaway Bay
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Real estate agent
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Broker-dealer / trader
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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