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Catalyst Financial Partners LLC

EST. AUM
$1,722,297,612

CONTACTS

CLIENT ACCOUNTS
1,373

Firm Details

Metro area Boston
CRD Number 299335
Website catalystfp.com
Client types

Overview

Catalyst Financial Partners LLC is a Boston-based SEC-registered investment adviser providing modern wealth management services for high-net-worth individuals, families, family offices, businesses, trusts, foundations, and institutional clients. The firm combines institutional-quality investment management with integrated financial planning, estate planning coordination, tax-efficient portfolio construction, lending solutions, trust services, and family governance advisory.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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