CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

WALNUT CREEK, California·1 registered advisor·CRD# 134693
SEC# 801-64085(888) 610-1777
01

Firm Overview

AUM
$179M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

1 registered advisor
Madelyn Arleen Mallory
WALNUT CREEK, California
05

Office Locations

WALNUT CREEK, California
1 advisor

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Data sourced from SEC Form ADV filings. CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION (CRD# 134693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.