Catlin Financial, LLC
Catlin Financial, LLC (CRD# 325202) is a financial advisory firm headquartered in Beaver, PA. They manage $9,380,053 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Catlin Financial, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,345,013
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Catlin Financial, LLC
No Advisor Found.
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