KATAMA SECURITIES LLC
Firm details
- Headquarters
- ALPHARETTA, Georgia
- CRD number
- 124667
- Registered since
- June 5, 2003
- Website
- www.stanwichadvisors.com
Firm profile
FINTRXOverview
Katama Securities LLC is organized as a limited liability company and has been SEC-registered since 2003. Ownership is identified as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and records that it does not serve as a capital allocator or an active ESG investor. The firm is not listed as a multi-state adviser, pension consultant, or related adviser. The dataset does not include detail on client types, fee arrangements, or specific advisory activities.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 6PETER GETZ
AssociateCRD 1310930
Deborah Agerton
Financial and Operations PrincipalCRD 4460597
CHARLES DAUGHERTY
Managing PartnerCRD 1930553
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPHARETTA, GA
FULTON
Location
ALPHARETTA, GA
Headquartered in ALPHARETTA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 6250 Shiloh Rd
- Time zone
- ET (UTC-5)
- Office locations
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