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Russell James Cassella

REVELSTOKE CAPITAL MANAGEMENT LLC·DENVER, Colorado
Clean recordREVELSTOKE CAPITAL MANAGEMENT LLC
260 N. JOSEPHINE ST., DENVER, CO 80206CRD# 5352952Firm CRD# 173859

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell James Cassella · DENVER, CO
Registration
CRD #5352952 · REVELSTOKE CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Russell James Cassella is a registered financial advisor based in DENVER, Colorado, affiliated with REVELSTOKE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
REVELSTOKE CAPITAL MANAGEMENT LLC
REVELSTOKE CAPITAL PARTNERS
AUM
$5.5B
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at REVELSTOKE CAPITAL MANAGEMENT LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5352952
Firm CRD# 173859
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Russell James Cassella offer?
Russell James Cassella specializes in Retirement Planning. Contact their office in DENVER, Colorado for a consultation.
What are Russell James Cassella's credentials?
Russell James Cassella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell James Cassella located?
Russell James Cassella is based in DENVER, Colorado, working with REVELSTOKE CAPITAL MANAGEMENT LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.
How does Russell James Cassella charge for services?
Russell James Cassella's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REVELSTOKE CAPITAL MANAGEMENT LLC?
REVELSTOKE CAPITAL MANAGEMENT LLC has approximately 51 employees and manages $5.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REVELSTOKE CAPITAL MANAGEMENT LLC

Blake Oliver Bennett
DENVER, CO
Mark M King
DENVER, CO
Dale Jackson Meyer
DENVER, CO
Simon Adam Bachleda
DENVER, CO

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Research
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