Catoctin Wealth Management LLC
Catoctin Wealth Management LLC (CRD# 171749) is a financial advisory firm headquartered in Leesburg, VA. They manage $14,866,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$145,745
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Peter Baker (CRD# 5078132) is an Investment Advisor Representative working at Catoctin Wealth Management LLC in Leesburg, VA and has over 12 years of experience in the finance industry.