Catalano Financial

Overview

Catalano Financial is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm combines fee-based advisory work with insurance brokerage: it offers financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers, while also acting as an insurance broker. Its fee mix is broad — percentage-of-AUM billing sits alongside hourly and fixed fees and the ability to receive commissions. Catalano Financial identifies as a capital allocator and does not position itself as an ESG investor. The firm reports operating in a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives