Catum Advisory Group, LLC

Catum Advisory Group, LLC (CRD# 277148) is a financial advisory firm headquartered in , . They manage $96,544,000 in 259 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.linkedin.com/company/catum-advisory-group-llc/people/
By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    259
    ACCOUNTS
  • Average Account Value
    $372,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, MA, TX

Financial Advisors at Catum Advisory Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Arena, financial advisor Westport CT
Jason T. Arena
CRD#: 4968383
Westport, CT

Jason Arena (CRD# 4968383) is an Investment Advisor Representative and owner at Catum Advisory Group, LLC. and has over 14 years of experience in the finance industry. Previously Mr. Arena was employed by Goldman Sachs in New York, Sydney Australia and Singapore. 

2
Matthew Gachi, financial advisor Westport CT
Matthew P. Gachi
CRD#: 2863709
Westport, CT

Matthew Gachi (CRD# 2863709) is an Investment Advisor Representative working at Catum Advisory Group, LLC in Westport, CT and has over 26 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals