Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kate? Claim Your ProfileKate Doughan Dumas is a registered investment advisor representative with Tide Cycle Resources LLC. She holds the Chartered Financial Analyst (CFA) designation. Kate has over 17 years of experience in the financial services industry, with prior roles at Prime Buchholz and N/A. Kate is licensed in NH. Kate's firm specializes in providing portfolio management services to individuals and selecting other advisors for their clients. Kate is also involved in other businesses, KRD Realty LLC and Wind Sand Stars Advisory LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NH
02/06/2025 - Present
Tide Cycle Resources LLC (PORTSMOUTH NH)
Active
Inactive
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