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Building 2CATON FINANCIAL, INC.

Map pinSAN RAFAEL, CA
Phone415-461-6248
NotebookSEC #801-62440
Total AUM
$139.2M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2350 KERNER BOULEVARD
SUITE 370
SAN RAFAEL
CA 94901
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
415-461-6248

ReceiptFinancials

Total AUM
$139.2M
Accounts
343
Discretionary
$0
Accounts
0
Non-Discretionary
$139.2M
Accounts
343

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATX

HandshakeAffiliates

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

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