Catlin Financial, LLC

Overview

Catlin Financial, LLC is an individually owned limited liability company that operates as an institutional registered investment adviser. The firm lists portfolio management for individuals and small businesses among its advisory services and also identifies pension consulting services on its activity profile; however, the "pension consultant" designation is flagged as No in the snapshot. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The adviser is not identified as an active ESG investor and is not registered as a multistate adviser. The firm reports acting as a capital allocator and appears to manage assets on a non-discretionary basis according to its asset disclosures.

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Public Holdings

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Location & Offices