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Building 2CATALYST INVESTMENT MANAGEMENT LLC

Map pin
Phone(603) 952-1209
NotebookSEC #801-127508
Total AUM
$129.8M
Employees
4
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(603) 952-1209
Other Offices
2

ReceiptFinancials

Total AUM
$129.8M
Accounts
214
Discretionary
$129.8M
Accounts
214
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$9.2M
HNW Individual Clients
35
AUM
$120.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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