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CATALANO FINANCIAL
CATALANO CONSULTING AND INSURANCE SERVICES, LLC
CRD 298405
1095 EVERGREEN CIRCLE, SUITE 200, THE WOODLANDS, TX, 77380, United States
Phone
832-696-0990
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps; 18 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $3.3M |
| High net worth individuals | 2 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD