KASTEL CAPITAL ADVISORS, LLC - Financial Advisor in Massachusetts, Wellesley

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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2742

$2,678,964,904

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1414

$1,908,947,260

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801-73698

$1,733,186,207

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110559

801-39737

1477

$404,735,183

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316736

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$101,515,957

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Not Disclosed

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