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Catalyst Financial NW Corporation

Updated today

Client assets under management

$205,750,000

Clients

1,054

15% high-net-worth

Advisors

2

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

527

Very High

Average account size

$195,209

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

Financial planning Portfolio management Pension consulting

Expertise

Wealth management

Occupation focus

Retired

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.50%

Commissions

Insurance commissions earned from selling insurance products, separate from advisory fees.

Main office location

Catalyst Financial NW Corporation

1733 E. Powell Blvd., Suite 104

Gresham OR 97030, United States

Number of offices

1

Most active in

Alaska · Arizona · California · Florida · Idaho · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Wealth management Retired
user avatar

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.

Wealth management Retired
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