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Kate Pacheco

Advisor at ASK Capital Investment Managers

Updated today

Firm

ASK Capital Investment Managers

Location

Amarillo, TX 79101

Credentials

Series 65

Industry experience

2 years

About

Kate Pacheco is a financial advisor at ASK Capital Investment Managers with a Series 65 designation and two years of industry experience. Prior to joining ASK Capital, she worked for the Amarillo Independent School District for 14 years. Outside of her advisory role, she serves as Vice President of HAAS Enterprises, a restaurant business. ASK Capital Investment Managers is a state-registered investment adviser that provides portfolio management and related advisory services primarily to individual and high-net-worth clients. The firm sponsors a wrap fee program and offers discretionary management, with approximately $98 million in discretionary assets under management.

Client services

Based on ASK Capital Investment Managers

Portfolio management Selection of other advisers

Expertise

Based on ASK Capital Investment Managers

Wealth management

Location

600 S. Tyler St., Ste. 1515

Amarillo, TX 79101

Most active in

Texas

Work history

ASK Capital Investment Managers, LLC

2023 - Present (3 years)

ASK Capital Investment Managers, LLC

2023 - 2023 (1 year)

Amarillo Independent School District

2009 - 2023 (14 years)

Disclosures

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Business activities & affiliations

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