# CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134693
- Type: SEC-registered investment adviser
- SEC file number: 801-64085
- 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)

| Name | Role | Location |
| --- | --- | --- |
| MALLORY MADELYN ARLEEN | PRESIDENT; PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | — |
| MERRIMAN DAVID JONATHAN | DIRECTOR | — |
| CURHAN GREGORY SERGE | DIRECTOR | — |
| FORD ROBERT ELIAS | DIRECTOR | — |
| AGUILAR CHRISTOPHER LUIS | CCO; CHIEF COMPLIANCE OFFICER | — |
| HIESTAND JOHN DAVID | CFO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134693/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134693/similar
- Related entities: https://search.stillhousedata.com/firm/134693/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134693

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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.