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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Catalyst Financial NW Corporation
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|---|---|
| CRD # | 168534 |
| SEC # | 801-113923 |
| CIK # | |
| AUM | $184.8 M (2025-02-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 503-661-9010 |
| Address | 1733 E Powell Blvd Gresham, OR 97030 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 885 | 73.6 |
| (b) Individuals (high net worth individuals) | 140 | 86.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 24.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,278 | 184.8 |
| By Discretionary | ||
| Discretionary | 1,025 | 160.0 |
| Non-Discretionary | 253 | 24.8 |
| Total | 1,278 | 184.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.8 | |
| Total | 1,278 | 184.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Tenret Company LLC
✚
|
FL | 0.2 |
|
Trippon Wealth Management Group LLC
✚
|
TX | 0.2 |
|
The William Allan Corporation
✚
|
CO | 0.2 |
|
Advisor Share Wealth Management LLC
✚
|
WA | 0.2 |
|
BCK Partners Inc
✚
|
NY | 0.2 |
|
IBN Advisory Services Inc
✚
|
NY | 0.2 |
|
Garton and Associates Financial Advisors LLC
✚
|
KY | 0.2 |
|
CBM Financial LLC
✚
|
TX | 0.2 |
|
Black Point Wealth Management LLC
✚
|
0.2 | |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |