Assets Under Management
$1.0B
Number of Clients
328
Number of Advisors
8
Average Client AUM
$3.1M
AUM per Advisor
$127.7M
Compensation
Fee-Only (AUM)
Catalyst Financial Partners LLC (CFP) provides investment supervisory/wealth management services to high-net-worth individuals, family offices, and institutions. Services include discretionary or non-discretionary investment advisory services on a wrap fee basis, financial planning, and consulting services. CFP does not provide legal, accounting, or insurance services.
One Marina Park Drive, 16th Floor, Boston, MA, 02210