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Building 2CATALYST FINANCIAL PARTNERS

Map pinBOSTON, MA
Phone617-239-8101
NotebookSEC #801-114398
Total AUM
$1.7B
Employees
12
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MARINA PARK DRIVE
16TH FLOOR
BOSTON
MA 02210
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
617-239-8101
Other Offices
2

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,373
Discretionary
$1.7B
Accounts
1,373
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$240K
HNW Individual Clients
347
AUM
$1.6B
Charitable Organization Clients
8
AUM
$142.3M
Corporation or Business Clients
1
AUM
$73.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMDMENHNYTXVA

HandshakeAffiliates

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

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