Catalyst Financial NW Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$205,750,000
Clients
1,054
Advisors
2
of 4 employees
About
Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and incidental financial planning to individuals (including high-net-worth and non‑HNW clients), as well as pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also offers pension consulting and participant education services and is licensed as an insurance agency whose associated persons may sell insurance products.
The firm primarily constructs portfolios using no-load mutual funds with a focus on long‑term purchases and quantitative and qualitative assessment of managers, tailoring allocations to each client’s objectives, risk tolerance, and suitability information. Catalyst reports approximately $233 million in assets under management (about $206 million discretionary) and monitors accounts on an ongoing basis with monthly internal reviews and custodian statements.
What distinguishes Catalyst from many peers is its very high client-to-advisor ratio: the brochure lists 1,054 clients served by two advisors, a level that is uncommon among supported firms and may correspond with a more standardized, mutual‑fund‑centric delivery model and operational reliance on custodial reporting. The firm also discloses the potential conflict of interest from its insurance agency activities (commissionable insurance sales in addition to advisory fees), which clients should consider when evaluating its recommendations.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.50%
Insurance commissions earned from selling insurance products, separate from advisory fees.
Main office
1733 E. Powell Blvd., Suite 104
Gresham OR 97030
Advisors at this office
2
Most active in
Alaska · Arizona · California · Florida · Idaho · Oregon · Texas · Washington
Also doing business as
American Service Corp. · Catalyst Financial Nw Corporation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David R
Series 63, Series 65
Gresham, OR
Catalyst Financial NW Corporation
David Rasmussen is a financial advisor with Catalyst Financial NW Corporation in Gresham, OR, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been associated with American Service Corp. since 2011. Outside of his advisory role, Rasmussen owns and operates a wholesale tree farm, Red Barn Nursery, LLC. Catalyst Financial NW Corporation provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm primarily uses no-load mutual funds with a focus on long-term investments and customizes portfolios based on client objectives and risk tolerance.
Aaron M
Series 63, Series 65
Gresham, OR
Catalyst Financial NW Corporation
Aaron Muhs is a financial advisor at Catalyst Financial NW Corporation in Gresham, Oregon, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at American Service Corp. since 2013. Outside of his advisory role, he is also an agent and limited partner at Catalyst Financial’s insurance agency, offering various insurance products including accident and health, disability, and life insurance. Catalyst Financial NW Corporation provides portfolio management and financial planning services to individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term investments primarily through no-load mutual funds, tailoring portfolios to client objectives and risk tolerance, and manages approximately $233 million in assets.
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