Katherine Macauley is a registered investment advisor at Holos Consulting Group, LLC, based in Boulder, CO, with 7 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Socially Responsible Investing.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Loading...
Location
Boulder, CO
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Holos Consulting Group, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
December 2015 - March 2021 · 5 yrs 3 mos
State Registrations1 state
CO
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.