Catalina Capital Group
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2601 Airport Dr Ste 120, La Canada Flint...Phone Number
(626) 689-7903Website
www.catalinacapitalgroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Catalina Capital Group
Catalina Capital Group is a registered investment advisor specializing in investment management for individuals and families, offering tailored solutions to enhance financial wellbeing. Their services include wealth management, financial planning, and corporate retirement plans, designed to meet the unique needs of each client. The firm serves a diverse clientele, including business owners, millennials, retirees, and affluent families, emphasizing a fiduciary duty to act in their clients' best interests. By combining the sophistication of large banks with the personalized service of a boutique firm, Catalina Capital Group aims to provide an unparalleled client experience.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Catalina Capital Group
<$5M
1-10
Private
-
2012
N/A
Company Profile Activity
Activity Insights
Catalina Capital Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Catalina Capital Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Catalina Capital Group.
Catalina Capital Group Tech Stack
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Catalina Capital Group is a registered investment advisor specializing in investment management for individuals and families, offering tailored solutions to enhance financial wellbeing. Their services include wealth management, financial planning, and corporate retirement plans, designed to meet the unique needs of each client. The firm serves a di... Read More
