CATALYST FINANCIAL NW CORPORATION
CRD #168534 SEC #801-113923 GRESHAM, OR 503-661-9010
SEC Registered
Total AUM
$184.8M
Discretionary
$160M
Employees
4
Clients
26
Accounts
1,278
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $184.8M | $160M | $24.8M | 4 | 0 |
| Oct 2024 | $156.5M | $138.7M | $17.8M | 5 | 0 |
| Apr 2024 | $156.5M | $138.7M | $17.8M | 5 | 0 |
| Mar 2024 | $156.5M | $138.7M | $17.8M | 5 | 0 |
| Dec 2023 | $128.5M | $114M | $14.5M | 5 | 0 |
| Oct 2023 | $128.5M | $114M | $14.5M | 5 | 0 |
| May 2023 | $128.5M | $114M | $14.5M | 5 | 0 |
| Jan 2023 | $128.5M | $114M | $14.5M | 5 | 0 |
| Apr 2022 | $142M | $125.8M | $16.2M | 5 | 0 |
| Feb 2022 | $142M | $125.8M | $16.2M | 5 | 0 |
| Jan 2021 | $125.8M | $112M | $13.8M | 5 | 0 |
| Sep 2020 | $129.6M | $117M | $12.6M | 5 | 0 |
| May 2020 | $129.6M | $117M | $12.6M | 5 | 0 |
| Feb 2020 | $129.6M | $117M | $12.6M | 5 | 0 |
| Feb 2019 | $108.1M | $98.3M | $9.8M | 5 | 0 |
| Aug 2018 | $103.8M | $103.8M | $0 | 5 | 0 |
DateFeb 2025
Total AUM$184.8M
Discretionary$160M
Non-Disc.$24.8M
Employees4
Clients0
DateOct 2024
Total AUM$156.5M
Discretionary$138.7M
Non-Disc.$17.8M
Employees5
Clients0
DateApr 2024
Total AUM$156.5M
Discretionary$138.7M
Non-Disc.$17.8M
Employees5
Clients0
DateMar 2024
Total AUM$156.5M
Discretionary$138.7M
Non-Disc.$17.8M
Employees5
Clients0
DateDec 2023
Total AUM$128.5M
Discretionary$114M
Non-Disc.$14.5M
Employees5
Clients0
DateOct 2023
Total AUM$128.5M
Discretionary$114M
Non-Disc.$14.5M
Employees5
Clients0
DateMay 2023
Total AUM$128.5M
Discretionary$114M
Non-Disc.$14.5M
Employees5
Clients0
DateJan 2023
Total AUM$128.5M
Discretionary$114M
Non-Disc.$14.5M
Employees5
Clients0
DateApr 2022
Total AUM$142M
Discretionary$125.8M
Non-Disc.$16.2M
Employees5
Clients0
DateFeb 2022
Total AUM$142M
Discretionary$125.8M
Non-Disc.$16.2M
Employees5
Clients0
DateJan 2021
Total AUM$125.8M
Discretionary$112M
Non-Disc.$13.8M
Employees5
Clients0
DateSep 2020
Total AUM$129.6M
Discretionary$117M
Non-Disc.$12.6M
Employees5
Clients0
DateMay 2020
Total AUM$129.6M
Discretionary$117M
Non-Disc.$12.6M
Employees5
Clients0
DateFeb 2020
Total AUM$129.6M
Discretionary$117M
Non-Disc.$12.6M
Employees5
Clients0
DateFeb 2019
Total AUM$108.1M
Discretionary$98.3M
Non-Disc.$9.8M
Employees5
Clients0
DateAug 2018
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients0