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Building 2CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT, INC.

Map pinOAKLAND, CA
Phone510-547-5711
NotebookSEC #801-60175
Total AUM
$102M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5655 COLLEGE AVENUE, SUITE 250
OAKLAND
CA 94618
USA
Operating Hours
8:00 AM TO 5:00 PM.
Monday - Friday
Phone
510-547-5711

ReceiptFinancials

Total AUM
$102M
Accounts
61
Discretionary
$52.4M
Accounts
36
Non-Discretionary
$49.6M
Accounts
25

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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