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Building 2CATOCTIN RIDGE WEALTH PARTNER

Map pinTHURMONT, MD
Phone301-304-6004
NotebookSEC #801-131326
Total AUM
$199M
Employees
5
Clients
933

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
209 E MAIN ST.
THURMONT
MD 21788
United States
Operating Hours
9-4:30
Monday - Friday
Phone
301-304-6004
Other Offices
1

ReceiptFinancials

Total AUM
$199M
Accounts
1,154
Discretionary
$199M
Accounts
1,154
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
921
AUM
$174.5M
HNW Individual Clients
12
AUM
$24.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDPATXVA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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