Catamount Strategic Advisors, LLC

Catamount Strategic Advisors, LLC (CRD# 150823) is a financial advisory firm headquartered in , . They manage $4,455,836 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $4,455,836
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Catamount Strategic Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Cobb H. Sadler
CRD#: 4225742
Incline Village, NV
96
Wealthminder
score

Cobb Sadler (CRD# 4225742) is an Investment Advisor Representative working at Catamount Strategic Advisors, LLC in Incline Village, NV and has over 15 years of experience in the finance industry.

2
Francis B. Mahon
CRD#: 4009967
Incline Village, NV
93
Wealthminder
score

Francis Mahon (CRD# 4009967) is an Investment Advisor Representative working at Catamount Strategic Advisors, LLC in Incline Village, NV and has over 15 years of experience in the finance industry.

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