Investment adviser · CRD 134693

CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed May 7, 2013

Regulatory AUM
$179M
Form ADV · Item 5.F
Client accounts
304
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: May 7, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1255 TREAT BLVD., SUITE 300
WALNUT CREEK, CA, 94597, United States

CRD 134693

Filing source

Form ADV 736292 · May 7, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.