Brendan Diarmuid Connaughton

18 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningBusiness OwnersHigh Net Worth

Catalyst Private Wealth, LLC

Compensation

Fee-Only (AUM)

Firm Size

5 advisors

Number of Clients

487 clients

Average Client Portfolio

$679K average

Assets Under Management

$330.6M

Fee Structure

Location

3 East Third Ave.,, Office 323, San Mateo, CA, 94401

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brendan is an investor in URLife Media, an application site for trailer creation services. He spends minimal time on this non-investment related activity.