Catalano Financial

Catalano Financial (CRD# 298405) is a financial advisory firm headquartered in The Woodlands, TX. They manage $2,220,229 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1095 Evergreen Circle, Suite 200, The Woodlands, TX 77380
https://www.linkedin.com/company/catalanofinancial/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $201,839
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Catalano Financial
Showing 1 - 1 of 1 top financial advisors.
1
Peter Catalano, financial advisor The Woodlands TX
Peter L. Catalano
CRD#: 2227202
1095 Evergreen Circle, Suite 200, The Woodlands, TX 77380

Peter Catalano (CRD# 2227202) is an Investment Advisor Representative working at Catalano Financial in The Woodlands, TX and has over 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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