Catalina Asset Management
Catalina Asset Management (CRD# 173620) is a financial advisory firm headquartered in Tucson, AZ. They manage $1,400,000 in 16 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Catalina Asset Management
By the Numbers
-
Total Assets Under Management1MILLION
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Total Number of Accounts16ACCOUNTS
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Average Account Value$87,500
Compensation Options
- A percentage of assets under your management
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Catalina Asset Management
No Advisor Found.
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