$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
7 yrs Firm Age
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- Custodian
- Betterment · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-28-2018
- Office Locations
- 1
Office Locations
1095 Evergreen Circle, Suite 200 THE Woodlands TX
About Catalano Financial
Catalano Financial is a The Woodlands, TX advisor offering comprehensive financial planning across investments, insurance, cash flow, legal, and tax, plus wealth management, annuities, and life/disability coverage. Portfolios are custom-built with low-cost, diversified ETFs and adjusted to each client’s risk tolerance. A signature Financial Roadmap session helps align goals and money to core values.
Team overview
54 AVG AGE
$4.3M AVG AUM / ADVISOR
$120.0K AVG AUM / CLIENT
7.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
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Custodian
Available
Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
PETER LOUIS CATALANO
Managing Member
- CRD
- #2227202
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,318,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,318,760 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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