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 shows regulatory registration dating back to 2003. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified as unclassified in the available data and is not listed as a capital allocator. It is not identified as an active ESG investor, is not designated a multi-state adviser, and is not marked as a pension consultant or related adviser. Specifics about its advisory services, target client segments, fee schedules, or day-to-day business activities were not provided in the source material.
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 7Deborah Agerton
FinOpCRD 4460597
Jocelyn Hibshman
CCOCRD 2836858
Kyle Weeks
Registered RepresentativeCRD 3266819
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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