KASTEL CAPITAL ADVISORS, LLC
Tel: (888) 622-2285 40 Grove Street Suite 190 Wellesley, Massachusetts 02482
About KASTEL CAPITAL ADVISORS, LLC
KASTEL CAPITAL ADVISORS, LLC is a Wellesley, Massachusetts based financial advisory firm with nearly $137,920,616 in assets under management and provides investment advisory services for 222 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
226520
Firm SEC#:
801-117355
Assets Under Management:
$137,920,616
No. of Clients:
222
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (INSURANCE CONSULTING)
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