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Home > Retirement Planners > oregon > gresham > CATALYST FINANCIAL NW CORPORATION
CATALYST FINANCIAL NW CORPORATION
1733 E. Powell Blvd.
Suite 104
Gresham, Oregon 97030
Tel: 503-661-9010
About CATALYST FINANCIAL NW CORPORATION
CATALYST FINANCIAL NW CORPORATION, formally registered with the SEC as CATALYST FINANCIAL NW CORPORATION. The firm was established in 08/31/2018. They have over 1 offices throughout the country.
CATALYST FINANCIAL NW CORPORATION is a Gresham, Oregon based Financial Planning firm with nearly $184,800,000 assets under management, offering retirement planning & investment advisory services to 1278 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168534 |
| SEC# | 801-113923 |
| Assets Managed by Firm | $184,800,000 |
| No. of Clients | 1278 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1278 | $184,800,000 |
| Individuals (other than high net worth individuals) | 885 | $73,616,000 |
| High net worth individuals | 140 | $86,384,000 |
| Pension and profit sharing plans | 14 | $24,800,000 |
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