Catalyst Wealth Management
Catalyst Wealth Management (CRD# 283728) is a financial advisory firm headquartered in Northbrook, IL. They manage $71,711,751 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts27ACCOUNTS
-
Average Account Value$2,655,991
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Catalyst Wealth Management
1
Sanford Schmidt (CRD# 1163559) is an Investment Advisor Representative working at Catalyst Wealth Management in Northbrook, IL and has over 32 years of experience in the finance industry.
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