Updated:

Catherine R. Smith, Financial Planner, LLC

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC is a state-registered investment adviser in Anchorage, AK. The firm manages approximately $31 million in regulatory...

Catherine R. Smith, Financial Planner, LLC

CATHERINE R. SMITH, FINANCIAL PLANNER, LLC is a state-registered investment adviser in Anchorage, AK. The firm manages approximately $31 million in regulatory assets. It has 3 employees and 1 investment adviser.

General information

Firm type

RIA

Principals

Catherine R. Smith

Financial Planner

Frequently asked questions

What is Catherine R. Smith, Financial Planner, LLC?

Catherine R. Smith, Financial Planner, LLC is a ria tracked on Altss.

What does Altss track for Catherine R. Smith, Financial Planner, LLC?

Altss maintains an OSINT-verified profile of Catherine R. Smith, Financial Planner, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is Catherine R. Smith, Financial Planner, LLC?

Catherine R. Smith, Financial Planner, LLC is classified by Altss as a RIA.

How does Altss source intelligence on Catherine R. Smith, Financial Planner, LLC?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Catherine R. Smith, Financial Planner, LLC's Altss profile last updated?

Catherine R. Smith, Financial Planner, LLC's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles