CASTELLAN

Tel: 859.494.0523 2011 Lake Point Way Suite 001 Louisville, Kentucky 40223

About CASTELLAN

CASTELLAN is a Louisville, Kentucky based financial advisory firm with nearly $353,473,345 in assets under management and provides investment advisory services for 59 clients. There are currently 5 financial advisors at the firm.

General Information
Firm CRD#:

299363

Firm SEC#:

801-119581

Assets Under Management:

$353,473,345

No. of Clients:

59

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

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