Catalina Capital Group

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Description

  • Founded in 2012, Catalina Capital Group is an independent, boutique investment firm that focuses on strong client relationships and consistent investment returns. Our goal is not only to guide our clients to their financial goals, but also to educate and involve them throughout the process. We create a mutually beneficial relationship with our clients where the stronger and deeper the relationship, the more efficiently we can achieve these goals. In recognizing that every client comes with different needs, we tailor our investment approach to each individual client. As a registered investment adviser (RIA), Catalina Capital Group is a fiduciary to our advisory clients. This means that we have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients best interests. We owe our clients a duty of undivided loyalty and utmost good faith. We must employ reasonable care to avoid misleading clients and must provide full and fair disclosure of all material facts to our clients and prospective clients. We pride our role as a fiduciary and view this as a strength of our company. The big banks and larger financial institutions do not meet the criteria to be a fiduciary.
  • location

    Headquarters:2601 Airport Drive Suite 120, Torrance, California, United States

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  • Catalina Capital Group phone

    Phone Number: +1 310-540-5544

  • Catalina Capital Group website

    Website: https://www.catalinacap.com

  • Catalina Capital Group employees

    Employees:3

  • Catalina Capital Group revenue

    Revenue:$1 - 10M

  • Catalina Capital Group legal name

    Legal Name:Catalina Capital Group

  • Catalina Capital Group's Social Media

    Catalina Capital Group linkedin
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  • |  NAICS Code: 523930  |

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Person level website identification

Managing Director for Catalina Capital Group

Philippe Oertle

Managing Director

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View Employees

Philippe Oertle

Managing Director

Frequently Asked Questions regarding Catalina Capital Group

  • Where are Catalina Capital Group's Headquarters?

    Catalina Capital Group's Headquarters are in 2601 Airport Drive Suite 120,Torrance,California,United States

  • What is Catalina Capital Group's phone number?

    Catalina Capital Group's phone number is +1 310-540-5544

  • What is Catalina Capital Group's official website?

    Catalina Capital Group's official website is https://www.catalinacap.com

  • What is Catalina Capital Group's Revenue?

    Catalina Capital Group's revenue is $1 - 10M

  • What is Catalina Capital Group's NAICS code?

    Catalina Capital Group's NAICS code is 523930

  • How many employees are working in Catalina Capital Group

    Catalina Capital Group has 3 employees

  • What is Catalina Capital Group's Industry?

    Catalina Capital Group is in the industry of Investment Management

  • Who is Catalina Capital Group's Managing Director?

    Catalina Capital Group's Managing Director is Philippe Oertle

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