CATLIN FINANCIAL, LLC

CATLIN FINANCIAL, LLC of BEAVER, PA is an SEC-registered investment adviser (CRD 325202). Regulatory assets under management: $11.4M.

Registration

• CRD: 325202
• Type: Registered investment adviser
• Location: 798 TURNPIKE ST, BEAVER, PA, 15009
• Phone: 878-207-2988
• Latest filing: 2026-02-22
• Regulatory AUM: $11.4M
• Non-discretionary AUM: $11.4M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325202 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search