Catlin Financial, LLC
Catlin Financial, LLC (CRD# 325202) is a financial advisory firm headquartered in Beaver, PA. They manage $9,380,053 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Catlin Financial, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$2,345,013
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Catlin Financial, LLC
1
John Haynes (CRD# 5204691) is an Investment Advisor Representative working at Catlin Financial, LLC in Beaver, PA and has over 9 years of experience in the finance industry.
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