CATALYST FINANCIAL PARTNERS

One Marina Park Drive
16th Floor
Boston, Massachusetts 02210
Tel: 617-239-8101

About CATALYST FINANCIAL PARTNERS

CATALYST FINANCIAL PARTNERS, formally registered with the SEC as CATALYST FINANCIAL PARTNERS. The firm was established in 12/06/2018. They have over 3 offices throughout the country.

CATALYST FINANCIAL PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $827,306,982 assets under management, offering retirement planning & investment advisory services to 776 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299335
SEC#	801-114398
Assets Managed by Firm	$827,306,982
No. of Clients	776
No. of Advisors	12

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	776	$827,306,982
Individuals (other than high net worth individuals)	57	$29,064,911
High net worth individuals	139	$798,242,071

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