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CATAMOUNT VENTURES: Your Trusted Financial Expert

CATAMOUNT VENTURES is a leading financial advisory firm that provides expert guidance and customized solutions to help clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of financial services, CATAMOUNT VENTURES has been helping individuals and businesses make smart financial decisions for over a decade.

How Does the Advisor Help Clients – Key Takeaways:

  1. Provide customized financial solutions based on individual needs and risk tolerance
  2. Offer a diverse range of financial services
  3. Work with a team of experienced and knowledgeable advisors
  4. Prioritize client satisfaction and building long-term relationships

Facts and Insights

CATAMOUNT VENTURES takes pride in staying updated with the latest financial trends and market insights. By constantly analyzing and monitoring market conditions, the firm is able to provide informed and well-researched advice to its clients. Here are some key facts and insights about CATAMOUNT VENTURES:

  • Assets Under Management: As of the end of 2020, CATAMOUNT VENTURES has over $1 billion in assets under management.
  • Number of Advisors: The firm has a team of 20 experienced and knowledgeable advisors who work together to provide the best solutions for clients.
  • Time in Business: CATAMOUNT VENTURES has been in business for over 12 years, establishing a strong track record and reputation in the industry.

Financial Services Offered

CATAMOUNT VENTURES offers a diverse range of financial services to cater to the specific needs of each client. Some of the services offered include:

  • Investment planning and management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

CATAMOUNT VENTURES works with a wide range of clients, including individuals, families, and businesses. The firm understands that each client has unique financial goals and needs, and therefore offers personalized solutions for each client type.

Fees & Compensation

CATAMOUNT VENTURES is a fee-only firm, which means that the firm does not earn commissions or receive any compensation from product sales. Instead, the firm charges a flat fee or a percentage of assets under management, ensuring that the client’s best interests are always the top priority.


CATAMOUNT VENTURES was founded in 2008 with the mission to provide unbiased and expert financial advice to clients. The firm is based in New York and has expanded its reach to serve clients nationwide. The team at CATAMOUNT VENTURES is highly qualified and continues to undergo extensive training to stay updated with the constantly evolving financial landscape.

Financial Advisor Disclosures to Know

It is important to be aware of a financial advisor’s disclosures before making a decision to work with them. Here are some key disclosures to know about CATAMOUNT VENTURES:

  • Registered with the Securities and Exchange Commission (SEC)
  • No disclosures of legal or disciplinary actions
  • Complies with the fiduciary standard, always putting the client’s best interests first

CATAMOUNT VENTURES is committed to helping clients navigate the complex financial landscape and achieve their financial goals. With a team of experienced advisors, a wide range of financial services, and a client-first approach, CATAMOUNT VENTURES is your trusted financial expert.

Company Information

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