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 an SEC-registered limited liability company first registered in 2003. Public records list the owner type as both a domestic entity and an individual, but filings provide minimal detail about the firm's client segments, fee schedule, or the specific advisory services it offers. Regulatory metadata classifies the firm as unclassified and indicates it is not a multi-state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Investments & Alternatives
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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