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Chris Matthew Frantz

Catalina Capital Group, LLC

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About Chris Matthew Frantz

Chris Frantz is a registered Investment Advisor Representative with Catalina Capital Group, LLC, based in Torrance, CA. Chris has been in the industry since 2007, with prior experience at Morgan Stanley and Citigroup Global Markets Inc. Chris is licensed in California and Texas and holds Series 7, 63, 31, and 65 licenses. Chris provides portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and publication of periodicals.

Firm Information

Chris Frantz is currently registered with Catalina Capital Group, LLC. Catalina Capital Group, LLC is an investment advisor headquartered in Torrance, CA. They offer financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pension/profit sharing plans. The firm manages approximately $629.59 million in regulatory assets.
Catalina Capital Group, LLC

2601 AIRPORT DRIVE

TORRANCE, CA 90505

$629.59M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Frantz’s Registration & Firm History

CA

07/21/2017 - Present

Catalina Capital Group, LLC (TORRANCE CA)

CA

06/01/2009 - 11/15/2012

MORGAN STANLEY (LOS ANGELES CA)

CA

05/01/2007 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)

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Licenses & Designations

IA

Issued 10/29/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/03/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/13/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 04/30/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chris Matthew Frantz.
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