CATALYST FINANCIAL PLANNING & INVESTMENT MANAGEMENT CORPORATION
CRD #134693 SEC #801-64085 WALNUT CREEK, CA (888) 610-1777
SEC Registered
Total AUM
$179.5M
Discretionary
$139.3M
Employees
5
Clients
51
Accounts
304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2013 | $179.5M | $139.3M | $40.1M | 5 | 26 |
| Mar 2012 | $172.1M | $132.3M | $39.8M | 1 | 26 |
| May 2011 | $145.2M | $112.8M | $32.4M | 5 | -- |
| Apr 2010 | $136.9M | $107.5M | $29.3M | 5 | -- |
| Mar 2009 | $110.6M | $84.3M | $26.3M | 5 | -- |
| Jan 2007 | $157M | $95.5M | $61.5M | 5 | -- |
| Mar 2006 | $130.3M | $64.7M | $65.6M | 5 | -- |
DateMay 2013
Total AUM$179.5M
Discretionary$139.3M
Non-Disc.$40.1M
Employees5
Clients26
DateMar 2012
Total AUM$172.1M
Discretionary$132.3M
Non-Disc.$39.8M
Employees1
Clients26
DateMay 2011
Total AUM$145.2M
Discretionary$112.8M
Non-Disc.$32.4M
Employees5
Clients--
DateApr 2010
Total AUM$136.9M
Discretionary$107.5M
Non-Disc.$29.3M
Employees5
Clients--
DateMar 2009
Total AUM$110.6M
Discretionary$84.3M
Non-Disc.$26.3M
Employees5
Clients--
DateJan 2007
Total AUM$157M
Discretionary$95.5M
Non-Disc.$61.5M
Employees5
Clients--
DateMar 2006
Total AUM$130.3M
Discretionary$64.7M
Non-Disc.$65.6M
Employees5
Clients--