Catalyst Strategic Solutions
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Overview
Catalyst Strategic Solutions operates as a financial advisory company headquartered in Plano, Texas. Catalyst Strategic Solutions administers $47.2 billion in assets over 78 customer accounts, placing it among the largest firms in the nation by assets under management (AUM). The firm has a small team, including 6 financial advisors. Catalyst Strategic Solutions does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Catalyst Strategic Solutions manages none of the firm's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments are made by an investment advisor without requiring the client's authorization. Catalyst Strategic Solutions also administers 78 non-discretionary accounts with a total of $47.2 billion in assets. The firm manages an average of $605.1 million for each account. The typical financial advisor at Catalyst Strategic Solutions administers about 13 client accounts, placing it among the more personalized firms in the country.
The firm's headquarters is located at 6801 Parkwood Boulevard, Plano, Texas 75024-7198. The company is legally registered to serve clients throughout a few states, including California, Louisiana and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Catalyst Strategic Solutions by the Numbers
$47.2 billion
7
78
$605.1 million
Fee Structure
Fees for financial advisory services usually depend on the financial services offered. Fees billed by the firm can include the following fee types: asset-based or fixed. Catalyst Strategic Solutions does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Catalyst Strategic Solutions caters to banking institutions. Out of its 78 accounts, Catalyst Strategic Solutions's biggest client by number of accounts is banking institutions. None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Catalyst Strategic Solutions does not have any disclosures.
Please visit its Form ADV for more details.
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