Katrina Sable
Katrina Sable is a CFA-designated registered investment advisor at Stifel Independent Advisors, LLC, based in Pasadena, CA, with 9 years of industry experience. Their practice areas include Investment Management. Their firm serves 7,902 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stifel Independent Advisors offers investment management through various programs. Fees are generally based on a percentage of assets, but can be a fixed dollar amount. The Stifel Vantage Program charges transaction-based commissions. The Stifel Summit Program charges up to 1.00% of the total value of investments under management. Fees are negotiable.
Location
975 S. Fair Oaks Avenue, Pasadena, CA, 91105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
Stifel Independent Advisors, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations23 states
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