CATALINA CAPITAL GROUP, LLC

2601 Airport Drive
Suite 375
Torrance, California 90505
Tel: 310-540-5544

About CATALINA CAPITAL GROUP, LLC

CATALINA CAPITAL GROUP, LLC, formally registered with the SEC as CATALINA CAPITAL GROUP, LLC. The firm was established in 04/13/2017. They have over 2 offices throughout the country.

CATALINA CAPITAL GROUP, LLC is a Torrance, California based Financial Planning firm with nearly $766,877,957 assets under management, offering retirement planning & investment advisory services to 740 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172556
SEC#	801-110269
Assets Managed by Firm	$766,877,957
No. of Clients	740
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	740	$766,877,957
Individuals (other than high net worth individuals)	78	$30,581,330
High net worth individuals	100	$303,412,500
Pension and profit sharing plans	50	$192,910,922
Other investment advisers	12	$239,822,779
Corporations or other businesses	2	$150,426

More Retirement Planning firms in Torrance, California:

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CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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