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Anthony Castelli

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California
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4 ORINDA WAY, ORINDA, CA 94563CRD# 4409925Firm CRD# 174309
01

About

Anthony Castelli is a registered financial advisor based in ORINDA, California, affiliated with PENSERRA GLOBAL INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PENSERRA GLOBAL INVESTORS LLC
PENSERRA GLOBAL INVESTORS LLC
AUM
$1M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PENSERRA GLOBAL INVESTORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4409925
Firm CRD# 174309
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anthony Castelli offer?
Anthony Castelli specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.
What are Anthony Castelli's credentials?
Anthony Castelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Castelli located?
Anthony Castelli is based in ORINDA, California, working with PENSERRA GLOBAL INVESTORS LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.
How does Anthony Castelli charge for services?
Anthony Castelli's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENSERRA GLOBAL INVESTORS LLC?
PENSERRA GLOBAL INVESTORS LLC has approximately 12 employees and manages $1M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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