Be advised. This firm is no longer registered.

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
943 Post Road East, Westport, CT 06880
http://www.catmg.com
By the Numbers
  • Total Assets Under Management
    232
    MILLION
  • Total Number of Accounts
    593
    ACCOUNTS
  • 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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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