CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT, INC.
CRD #112194 SEC #801-60175 OAKLAND, CA 510-547-5711
SEC Registered
Total AUM
$93.3M
Discretionary
$44.9M
Employees
5
Clients
51
Accounts
59
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2004 | $102M | $52.4M | $49.6M | 5 | -- |
| Apr 2002 | $93.3M | $44.9M | $48.4M | 5 | -- |
DateMar 2004
Total AUM$102M
Discretionary$52.4M
Non-Disc.$49.6M
Employees5
Clients--
DateApr 2002
Total AUM$93.3M
Discretionary$44.9M
Non-Disc.$48.4M
Employees5
Clients--