CATOCTIN RIDGE WEALTH PARTNER, LLC

CATOCTIN RIDGE WEALTH PARTNER
THURMONT, Maryland·1 registered advisor·CRD# 333113
SEC# 801-1313260301-304-6004
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CATOCTIN RIDGE WEALTH PARTNER, LLC

1 registered advisor
Eric A Vinores
THURMONT, Maryland
05

Office Locations

THURMONT, Maryland
1 advisor

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Data sourced from SEC Form ADV filings. CATOCTIN RIDGE WEALTH PARTNER, LLC (CRD# 333113) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.