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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MALLORY, MADELYN | I | PRESIDENT | E | Control |
| MALLORY, MADELYN, ARLEEN | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 1, 2002 REGISTERED
Notice Filings (1)
CA
Address
5655 COLLEGE AVENUE, SUITE 250OAKLAND, CA 94618
USA
Phone: 510-547-5711