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CATALINA CAPITAL GROUP, LLC
CATALINA CAPITAL GROUP, LLC
TORRANCE, California
·
2 registered advisors
·
CRD# 172556
SEC# 801-110269
1
310-540-5544
01
Firm Overview
AUM
$630M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CATALINA CAPITAL GROUP, LLC
2 registered advisors
Chris Matthew Frantz
TORRANCE, California
CRD# 5283015
Philippe Robert Oertle
TORRANCE, California
CRD# 5192671
05
Office Locations
TORRANCE, California
2 advisors
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Data sourced from SEC Form ADV filings. CATALINA CAPITAL GROUP, LLC (CRD# 172556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.