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CATUM ADVISORY GROUP, LLC.
CRD 277148 · SEC 801-136072
88 DANBURY RD, SUITE 2D, WILTON, CT, 06897, United States
Phone
(203) 344-7770
Fax
(203) 916-1025
Registration
— (—)
Source
State registered
Total AUM
$128.6M
Discretionary AUM
$93.7M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $6.8M |
| High net worth individuals | 35 | $86.4M |
| Pension/profit sharing plans | 19 | $35.4M |
All web addresses on file
Official SEC filing: View on IAPD