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Catherine Kitty Swenson

Wasatch Advisors LP

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About Catherine Kitty Swenson

Catherine Swenson is a financial advisor with Wasatch Advisors LP. Catherine has been working in the financial industry since 1993 and is licensed to provide financial advice in 51 states and the District of Columbia. Catherine specializes in providing portfolio management services for individuals, investment companies, and pooled investment vehicles. Catherine is also a director of client relations for Wasatch Advisors LP.

Firm Information

Catherine Swenson is currently registered with Wasatch Advisors LP. Wasatch Advisors LP is an investment advisor based in SALT LAKE CITY, UT. They manage over $26 billion in assets for a variety of clients, including corporations, individuals, investment companies, and state and municipal governments. They offer portfolio management services for a variety of clients and provide model portfolio data to clients.
Wasatch Advisors LP

505 WAKARA WAY

SALT LAKE CITY, UT 84108

$26.66B

Assets Under Management

5

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide model portfolio data to clients

Provide model portfolio data to clients

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Catherine Swenson’s Registration & Firm History

UT

01/06/1993 - Present

Wasatch Advisors LP (SALT LAKE CITY UT)

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Licenses & Designations

BC

Issued 12/19/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/06/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2003

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/03/1992

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Kitty Swenson.
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