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Building 2CATAWBA CAPITAL MANAGEMENT INC

Map pinROANOKE, VA
Phone540-342-1212
NotebookSEC #801-41334
Total AUM
$1.1B
Employees
10
Clients
493

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 SOUTH JEFFERSON ST.,SUITE 1210
ROANOKE
VA 24011
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
540-342-1212

ReceiptFinancials

Total AUM
$1.1B
Accounts
688
Discretionary
$1.1B
Accounts
688
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
295
AUM
$85.6M
HNW Individual Clients
144
AUM
$734.7M
Pension/Profit Sharing Plan Clients
10
AUM
$17.4M
Charitable Organization Clients
27
AUM
$75.5M
Corporation or Business Clients
17
AUM
$150.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
A MINIMUM ANNUAL FEE OF $4,000 IS REQUIRED PER CLIENT.

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCPATNVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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