$9.3M Total AUM
$9.3M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 03-31-2022
- Office Locations
- 2
Office Locations
Nuchelerstrasse 44 Zürich --
-- Denver CO
About Catey, Inc.
Catey Inc. is a Denver-based investment adviser in the Catey group, with an additional Zurich office. The firm provides asset management, portfolio construction and tax planning for retail clients, building portfolios primarily with ETFs (and selective mutual fund/index exposures). Custody relationships include Interactive Brokers.
Team overview
-- AVG AGE
$4.6M AVG AUM / ADVISOR
$580.0K AVG AUM / CLIENT
4.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Pioneer North glacier Ember frontier
Custodian
Timber eagle Bridge Alpha
Investment Themes
Catalyst ridge Insight
Investment Vehicles
Focus Optima
Services
Atlas Vertex Catalyst element Value delta
Technology
Frontier
Owner & Executives
DANIEL REX MISKEN
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2814679
- Ownership
- 50% but less than 75%
(687) 495-3699
pathway.value@summitcapital.com
in linkedin.com/in/glacier-meridian
J
JACK TURAN AKSAN
Chief Executive Officer
- CRD
- #2539281
- Ownership
- Less than 5%
(698) 366-5152
momentum.alpha@momentumcapital.com
in linkedin.com/in/pioneer-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,279,217 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,279,217 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,279,217
Cash:
50.2% Equity - Exchange:
49.8% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $4,324,156,220 | 50.2% |
| Equity - Exchange | $4,289,700,792 | 49.8% |
| Total | $8,613,857,012 | 100.0% |