CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 134693). Regulatory assets under management: $179.5M.

Registration

• CRD: 134693
• SEC file number: 801-64085
• Type: Registered investment adviser
• Location: 1255 TREAT BLVD., SUITE 300, WALNUT CREEK, CA, 94597
• Phone: (888) 610-1777
• Latest filing: 2013-05-07
• Regulatory AUM: $179.5M
• Discretionary AUM: $139.3M
• Non-discretionary AUM: $40.1M
• Clients: 5
• Accounts: 304

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 134693 on SEC IAPD (source of record)
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