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CATALYST FINANCIAL NW CORPORATION
CRD 168534 · SEC 801-113923
1733 E. POWELL BLVD., SUITE 104, GRESHAM, OR, 97030, United States
Phone
503-661-9010
Fax
503-666-9054
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$233.4M
Discretionary AUM
$205.8M
Team
4 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 894 | $83.5M |
| High net worth individuals | 160 | $122.3M |
| Pension/profit sharing plans | 14 | $27.7M |
States served
AK, AZ, CA, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD