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Financial Advisor
Louisiana
Shreveport
CASTELLANO & ASSOCIATES

CASTELLANO & ASSOCIATES

Tel: 318-683-1040 9343 Ellerbe Road Bldg A Shreveport, Louisiana 71106

About CASTELLANO & ASSOCIATES

CASTELLANO & ASSOCIATES is a Shreveport, Louisiana based financial advisory firm with nearly $113,812,554 in assets under management and provides investment advisory services for 350 clients. There are currently 14 financial advisors at the firm.

General Information
Firm CRD#:

117369

Firm SEC#:

801-130349

Assets Under Management:

$113,812,554

No. of Clients:

350

No. of Advisors:

14

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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