Catamount Wealth Management

  • Financial Services
  • Westport CT
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
943 Post Rd E Ste 2, Westport CT
Website
catmg.com
Phone
(203) 226-****
Employees
6
Founded in
2003
Industry
Financial Services
NAICS Code
52, 523, 561, 56
SIC Code
874, 62, 87
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Financials & Stats

Revenue

$1B

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Who is Catamount Wealth Management

Catamount Wealth Management is a financial services firm based in Westport, Connecticut. The company employs a team of 5 to 9 individuals and generates an annual revenue of $5 million. Catamount focuses on providing bespoke investment solutions tailored to the unique needs of its clientele. Their primary offerings cater to high net worth individuals, small businesses, and institutions seeking strategies to create, manage, and protect their assets. Catamount Wealth Management distinguishes itself through a client-centric approach, emphasizing financial education and empowerment. They aim to equip clients with the knowledge and understanding necessary to make informed investment decisions aligned with their financial goals. The firm's commitment to transparency and clarity guides their communication and relationship with clients. Catamount Wealth Management believes in fostering open dialogue and collaborative partnerships to develop tailored financial plans that meet each client's specific circumstances and objectives. For further information or to discuss your financial needs, visit Catamount Wealth Management's website at catmg.com.

Catamount Wealth Management Industry Tags

Financial Services
Financial Advisory Services
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Catamount Wealth Management Tech Stack

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FAQ

What is the location of Catamount Wealth Management's headquarters?
The headquarters of Catamount Wealth Management are situated at 943 Post Rd E Ste 2, Westport CT
What is Catamount Wealth Management's phone number?
Catamount Wealth Management's contact number is (203) 226-****.
What is Catamount Wealth Management's official website?
The official website of Catamount Wealth Management can be found at catmg.com.
What is Catamount Wealth Management's current revenue?
As of August 2015, Catamount Wealth Management's annual revenue reached $1B.
How many employees does Catamount Wealth Management currently have?
Catamount Wealth Management employs approximately 6+ people as of August 2015
Which industries is Catamount Wealth Management primarily operating in?
Catamount Wealth Management operates in the following industries: Finance, Credit
What are Catamount Wealth Management's industry tags?
Catamount Wealth Management's industry tags include: Financial Services, Financial Advisory Services
When was Catamount Wealth Management founded?
Catamount Wealth Management was founded in 2003.