Katama Securities LLC

Broker-DealerFINRA MemberEst. 2003
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 7
  • Peter Getz

    AssociateCRD 1310930

  • Deborah Agerton

    Financial and Operations PrincipalCRD 4460597

  • Charles Daugherty

    Charles Daugherty

    Managing PartnerCRD 1930553

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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