This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-26-2013
- Office Locations
- 1
Office Locations
About Catalyst Financial NW Corporation
Catalyst Financial NW (Gresham, OR) is an RIA focused on client-specific financial planning and individualized portfolio management. The firm emphasizes asset allocation and portfolio construction primarily using public funds (including mutual funds) and reports experience across fixed income and alternative exposures such as real estate and hedge funds. A distribution-relevant differentiator is its personalized monthly portfolio summaries to keep clients informed. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AARON LAVERN MUHS
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4627961
- Ownership
- 50% but less than 75%
DAVID DWIGHT RASMUSSEN
Financial Representative
- CRD
- #5504604
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,750,000 | $195,209 |
| Non-Discretionary | $27,671,000 | $1,976,500 |
| Total | $233,421,000 | $218,559 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing