Catum Advisory Group, LLC
Catum Advisory Group, LLC (CRD# 277148) is a financial advisory firm headquartered in Easton, CT. They manage $69,082,000 in 205 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts205ACCOUNTS
Average Account Value$336,985
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, MA, TX
Matthew Gachi (CRD# 2863709) is an Investment Advisor Representative working at Catum Advisory Group, LLC in Westport, CT and has over 20 years of experience in the finance industry. Matthew Gachi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Arena (CRD# 4968383) is an Investment Advisor Representative working at Catum Advisory Group, LLC in Westport, CT and has over 12 years of experience in the finance industry.