Overview
Assets Under Management: $233 million
Headquarters: GRESHAM, OR
High-Net-Worth Clients: 160
Average Client Assets: $764,062
Frequently Asked Questions
CATALYST FINANCIAL NW CORPORATION is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168534), CATALYST FINANCIAL NW CORPORATION is subject to fiduciary duty under federal law.
CATALYST FINANCIAL NW CORPORATION is headquartered in GRESHAM, OR.
CATALYST FINANCIAL NW CORPORATION serves 160 high-net-worth clients according to their SEC filing dated February 04, 2026. View client details ↓
According to their SEC Form ADV, CATALYST FINANCIAL NW CORPORATION offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CATALYST FINANCIAL NW CORPORATION manages $233 million in client assets according to their SEC filing dated February 04, 2026.
According to their SEC Form ADV, CATALYST FINANCIAL NW CORPORATION serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 160
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.37
Average High-Net-Worth Client Assets: $764,062
Total Client Accounts: 1,068
Discretionary Accounts: 1,054
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 168534
Filing ID: 2048447
Last Filing Date: 2026-02-04 09:36:46