1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CATALINA CAPITAL GROUP, LLC

Map pinTORRANCE, CA
Phone310-540-5544
NotebookSEC #801-110269
Total AUM
$616.3M
Employees
3
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2601 AIRPORT DRIVE
SUITE 375
TORRANCE
CA 90505
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
310-540-5544

ReceiptFinancials

Total AUM
$616.3M
Accounts
573
Discretionary
$403.4M
Accounts
529
Non-Discretionary
$212.9M
Accounts
44

ContactClients

View more in analytics →

Individual Clients
78
AUM
$18.8M
HNW Individual Clients
110
AUM
$379.8M
Pension/Profit Sharing Plan Clients
48
AUM
$217.6M
Corporation or Business Clients
2
AUM
$159.8K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CACOFLNVTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account