# CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT, INC.

CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT, INC. of OAKLAND, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112194
- Type: SEC-registered investment adviser
- SEC file number: 801-60175
- Location: 5655 COLLEGE AVENUE, SUITE 250, OAKLAND, CA, 94618
- Phone: 510-547-5711
- Latest filing: 2004-03-31
- Regulatory AUM: $102.0M
- Discretionary AUM: $52.4M
- Non-discretionary AUM: $49.6M
- Clients: 1
- Accounts: 61

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| [MALLORY MADELYN ARLEEN](https://search.stillhousedata.com/person/731737) | PRESIDENT | — |
| [OCONNELL MADELYN MALLORY](https://search.stillhousedata.com/person/784891) | PRESIDENT | — |
| [MALLORY MADELYN](https://search.stillhousedata.com/person/809188) | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112194/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112194/similar
- Related entities: https://search.stillhousedata.com/firm/112194/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112194

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.