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Catoosa Fund Management LLC

Headquartered in COARSEGOLD, CA

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Firm Information

Catoosa Fund Management LLC is an investment advisor that manages portfolios for individuals. They have one investment advisor representative and perform investment advisory functions.

Catoosa Fund Management LLC

Not reported

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

CATOOSA FUND MANAGEMENT LLC has a total of 1 branch locations across the country.
location

COARSEGOLD, CA

Advisors at Catoosa Fund Management LLC

View All 1 Advisors
Unclaimed
Robert Andrew Lawton

RA

COARSEGOLD, CA

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Disclosures

There are no public disclosures for Catoosa Fund Management LLC.

Frequently Asked Questions (5)

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