Overview
Assets Under Management: $241 million
Headquarters: WESTPORT, CT
High-Net-Worth Clients: 85
Average Client Assets: $2.4 million
Frequently Asked Questions
CATAMOUNT WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127496), CATAMOUNT WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CATAMOUNT WEALTH MANAGEMENT is headquartered in WESTPORT, CT.
CATAMOUNT WEALTH MANAGEMENT serves 85 high-net-worth clients according to their SEC filing dated March 27, 2018. View client details ↓
According to their SEC Form ADV, CATAMOUNT WEALTH MANAGEMENT offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
CATAMOUNT WEALTH MANAGEMENT manages $241 million in client assets according to their SEC filing dated March 27, 2018.
According to their SEC Form ADV, CATAMOUNT WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.48%
Average Client Assets: $2.4 million
Total Client Accounts: 644
Discretionary Accounts: 576
Non-Discretionary Accounts: 68
Regulatory Filings
CRD Number: 127496
Filing ID: 1195069
Last Filing Date: 2018-03-27 12:07:00