Unclaimed Profile

Anthony Castelli

PENSERRA GLOBAL INVESTORS LLC·ORINDA, California

Clean recordPENSERRA GLOBAL INVESTORS LLC

4 ORINDA WAY, ORINDA, CA 94563CRD# 4409925Firm CRD# 174309

Profile Verification

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

Identity

Anthony Castelli · ORINDA, CA

Registration

CRD #4409925 · PENSERRA GLOBAL INVESTORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PENSERRA GLOBAL INVESTORS LLC

AUM

$1M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENSERRA GLOBAL INVESTORS LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4409925

Firm CRD# 174309

View on FINRA BrokerCheck →

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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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