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Building 2CATALYST FINANCIAL NW CORPORATION

Map pinGRESHAM, OR
Phone503-661-9010
NotebookSEC #801-113923
Total AUM
$233.4M
Employees
4
Clients
1,068

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1733 E. POWELL BLVD.
SUITE 104
GRESHAM
OR 97030
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
503-661-9010

ReceiptFinancials

Total AUM
$233.4M
Accounts
1,068
Discretionary
$205.8M
Accounts
1,054
Non-Discretionary
$27.7M
Accounts
14

ContactClients

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Individual Clients
894
AUM
$83.5M
HNW Individual Clients
160
AUM
$122.2M
Pension/Profit Sharing Plan Clients
14
AUM
$27.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLIDORTXWA

HandshakeAffiliates

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

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