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 an SEC registration date of 2003. Public filings supply only a narrow set of firm attributes: ownership is listed as a domestic entity and individual, the firm’s regulatory classification is unclassified, and it does not identify as a capital allocator, pension consultant, related adviser or multi-state adviser. Filings do not detail the firm’s advisory model, fee structure, client segments, or specific business activities, so its investment positioning and day-to-day services are not described in available records.
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 7Peter 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
Similar firms
MFG Securities, LLC
Broker-DealerAlpharetta, GA
U.S Brokerage, Inc.
Broker-DealerAlpharetta, GA
Moody Capital Solutions, Inc
Broker-DealerAlpharetta, GA
Sera Global Securities US LLC
Broker-DealerAlpharetta, GA
Tradepro Securities, LLC
Broker-DealerLawrenceville, GA
Synovus Securities, Inc.
Broker-DealerColumbus, GA