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Building 2CATALYST STRATEGIC SOLUTIONS

Map pinPLANO, TX
Phone800-442-6427
NotebookSEC #801-35725
Total AUM
$52.4B
Employees
7
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6801 PARKWOOD BOULEVARD
PLANO
TX 75024-7198
United States
Operating Hours
8:00 A.M. - 5:30 P.M.
Monday - Friday
Phone
800-442-6427

ReceiptFinancials

Total AUM
$52.4B
Accounts
80
Discretionary
$0
Accounts
0
Non-Discretionary
$52.4B
Accounts
80

ContactClients

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Banking Clients
80
AUM
$52.4B

Briefcase businessServices

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Services Offered
Institutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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