Catamount Wealth Management
Catamount Wealth Management (CRD# 127496) is a financial advisory firm headquartered in Westport, CT. They manage $232,244,583 in 593 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Catamount Wealth Management
By the Numbers
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Total Assets Under Management232MILLION
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Total Number of Accounts593ACCOUNTS
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Average Account Value$391,643
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NH, NJ, NY, TX
Financial Advisors at Catamount Wealth Management
No Advisor Found.
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