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Building 2CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

Map pinWALNUT CREEK, CA
Phone(888) 610-1777
NotebookSEC #801-64085
Total AUM
$179.5M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1255 TREAT BLVD.
SUITE 300
WALNUT CREEK
CA 94597
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(888) 610-1777

ReceiptFinancials

Total AUM
$179.5M
Accounts
304
Discretionary
$139.3M
Accounts
256
Non-Discretionary
$40.1M
Accounts
48

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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