Katama Securities LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Alpharetta, Georgia
CRD number
124667
Registered since
June 5, 2003

Firm profile

FINTRX

Overview

Katama Securities LLC is organized as a limited liability company. Publicly available data for this entity is sparse: the firm is listed with an owner structure described as a domestic entity plus an individual, and it is classified as "Unclassified" in the source record. The firm is not identified as a capital allocator, does not self-identify as an active ESG investor, and is not flagged as a pension consultant, related adviser, or newly formed adviser. The source does not disclose the firm’s advisory business lines, fee arrangements, target client segments, or specific investment activities. Because those items are not provided, there is no reliable basis here to describe its product mix, investment process, or client services.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Deborah Agerton

    FinOpCRD 4460597

  • Jocelyn Hibshman

    Jocelyn Hibshman

    CCOCRD 2836858

  • Kyle Weeks

    Kyle Weeks

    Registered RepresentativeCRD 3266819

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth