Claim Profile
PG

Paul Francis Gibbons

CASTANEA PARTNERS INC.·NEWTON, Massachusetts
Unclaimed Profile
THREE NEWTON EXECUTIVE PARK STE 304, NEWTON, MA 02462CRD# 6021962Firm CRD# 160229
01

About

Paul Francis Gibbons is a registered financial advisor based in NEWTON, Massachusetts, affiliated with CASTANEA PARTNERS INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CASTANEA PARTNERS INC.
CASTANEA PARTNERS INC.
AUM
$423M
Regulatory assets under management
Employees
8
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6021962
Firm CRD# 160229
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Paul Francis Gibbons offer?
Paul Francis Gibbons specializes in Retirement Planning. Contact their office in NEWTON, Massachusetts for a consultation.
What are Paul Francis Gibbons's credentials?
Paul Francis Gibbons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Francis Gibbons located?
Paul Francis Gibbons is based in NEWTON, Massachusetts, working with CASTANEA PARTNERS INC.. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Paul Francis Gibbons charge for services?
Paul Francis Gibbons's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTANEA PARTNERS INC.?
CASTANEA PARTNERS INC. has approximately 8 employees and manages $423M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CASTANEA PARTNERS INC.