Unclaimed Profile

Mark J Castellani

ASPIRIANT, LLC·LOS ANGELES, California

Clean recordASPIRIANT, LLC

11100 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 5445572Firm CRD# 146720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark J Castellani · LOS ANGELES, CA

Registration

CRD #5445572 · ASPIRIANT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mark J Castellani is a registered financial advisor based in LOS ANGELES, California, affiliated with ASPIRIANT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

ASPIRIANT, LLC

AUM

$14.8B

Regulatory assets under management

Employees

204

Total firm employees

View all advisors at ASPIRIANT, LLC →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5445572

Firm CRD# 146720

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mark J Castellani offer?

Mark J Castellani specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Mark J Castellani's credentials?

Mark J Castellani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark J Castellani located?

Mark J Castellani is based in LOS ANGELES, California, working with ASPIRIANT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Mark J Castellani charge for services?

Mark J Castellani's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASPIRIANT, LLC?

ASPIRIANT, LLC has approximately 204 employees and manages $14.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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