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Chris Matthew Frantz

CATALINA CAPITAL GROUP, LLC·TORRANCE, California
Unclaimed Profile
2601 AIRPORT DRIVE, TORRANCE, CA 90505CRD# 5283015Firm CRD# 172556
01

About

Chris Matthew Frantz is a registered financial advisor based in TORRANCE, California, affiliated with CATALINA CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CATALINA CAPITAL GROUP, LLC
CATALINA CAPITAL GROUP, LLC
AUM
$630M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at CATALINA CAPITAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5283015
Firm CRD# 172556
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Chris Matthew Frantz offer?
Chris Matthew Frantz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.
What are Chris Matthew Frantz's credentials?
Chris Matthew Frantz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chris Matthew Frantz located?
Chris Matthew Frantz is based in TORRANCE, California, working with CATALINA CAPITAL GROUP, LLC. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Chris Matthew Frantz charge for services?
Chris Matthew Frantz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CATALINA CAPITAL GROUP, LLC?
CATALINA CAPITAL GROUP, LLC has approximately 3 employees and manages $630M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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