Katherine Lynn Feeney
Investment adviser representative at Summit Place Financial Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$300.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Summit Place Financial Advisors, LLCApr 2023 to now
- Offit CapitalApr 2014 to Mar 2023
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Summit Place Financial Advisors, LLC
Legal name: Summit Place Financial Advisors,LLC
$300.4MAssets managed
59Clients
3Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8000486
- Firm CRD
- 147984