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Building 2CATUM ADVISORY GROUP, LLC.

Map pinWILTON, CT
Phone(203) 344-7770
NotebookSEC #801-136072
Total AUM
$128.6M
Employees
4
Clients
95

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
88 DANBURY RD
SUITE 2D
WILTON
CT 06897
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(203) 344-7770

ReceiptFinancials

Total AUM
$128.6M
Accounts
296
Discretionary
$93.7M
Accounts
276
Non-Discretionary
$35M
Accounts
20

ContactClients

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Individual Clients
40
AUM
$6.8M
HNW Individual Clients
35
AUM
$86.4M
Pension/Profit Sharing Plan Clients
19
AUM
$35.4M
Corporation or Business Clients
1
AUM
$120K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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