This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 09-30-2022
- Office Locations
- 1
Office Locations
About Katapult Financial Planning LLC
Katapult Financial Planning is an independent, fee-only fiduciary focused on planning-centric advice and portfolio guidance for professional women, women in transition, and retired professionals. The firm helps clients bring clarity to their financial lives and align money decisions with personal goals, typically using public funds such as mutual funds and ETFs (with some fixed income). Custody is through Charles Schwab. Currently not accepting new clients; waitlist available.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHLEEN T KENEALY
Chief Compliance Officer, Founder
- CRD
- #5989012
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,458,775 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,458,775 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $50,458,775
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $184,961,957 | 11.8% |
| Public Funds | $282,145,358 | 18.0% |
| Cash | $178,692,060 | 11.4% |
| Municipal Bonds | $382,463,707 | 24.4% |
| Corporate - Investment Grade | $539,211,129 | 34.4% |
| Total | $1,567,474,211 | 100.0% |