Catalyst Strategic Solutions

RIASEC RegisteredEst. 1989
Total AUM
$52.4B
Discretionary
$0
0% of AUM
Avg account
$655M
Accounts
80
Employees
7
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
44970
Registered since
December 22, 1989
Custodians
J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Banking / Thrift Institutions100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Catalyst Strategic Solutions is an institutional registered investment adviser organized as a limited liability company and SEC-registered since 1989. The firm focuses on portfolio management for business and institutional clients and bills on a combination of a percentage-of-AUM model and fixed fees. Catalyst is not positioned as a capital allocator; its client base is institutional rather than retail or wealth-management households. The firm does not identify as an active ESG investor, is not a multi-state or newly formed adviser, and does not act as a pension consultant. Regulatory/industry affiliations include relationships with broker-dealer and banking or thrift institutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 100%100%
  • US Government Bonds100%

Owners & executives

1 of 1
  • Michael Mcginnis

    Michael Mcginnis

    SVP, Chief Investment OfficerCRD 2266303

Contacts

1 of 1
  • Mark Debree

    Mark Debree

    Managing PrincipalCRD 3261504

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

Plano, TX

Collin

Location

Plano, TX

Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
6801 Parkwood Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth