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CATOCTIN RIDGE WEALTH PARTNER
Investment Advice|THURMONT, MD
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$102.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 99.5M |
| Non-Discretionary | 2.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 333113 |
| SEC Number | 801-131326 |
| Street Address | 209 E MAIN ST. |
| Location | THURMONT, MD 21788 |
| Country | United States |
| Phone | 301-304-6004 |
| Total Employees | 3 |
| Business Types | insurance_broker |
Client Count by Type (706 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 697 |
| High Net Worth Individual… | 9 |
County data not available for this organization.