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Building 2CATALYST WEALTH MANAGEMENT

Map pinNORTHBROOK, IL
Phone773-774-2600
NotebookSEC #801-120781
Total AUM
$71.7M
Employees
2
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 SKOKIE BLVD.
SUITE 507
NORTHBROOK
IL 60062
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
773-774-2600

ReceiptFinancials

Total AUM
$71.7M
Accounts
27
Discretionary
$71.7M
Accounts
27
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
22
AUM
$50.7M
Pension/Profit Sharing Plan Clients
5
AUM
$21M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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