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Matthew Vassar Pierce

KASTEL CAPITAL ADVISORS, LLC·WELLESLEY, Massachusetts
Unclaimed Profile
40 GROVE STREET, WELLESLEY, MA 02482CRD# 4726664Firm CRD# 226520
01

About

Matthew Vassar Pierce is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with KASTEL CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KASTEL CAPITAL ADVISORS, LLC
KASTEL CAPITAL ADVISORS, LLC
AUM
$138M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at KASTEL CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4726664
Firm CRD# 226520
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Vassar Pierce offer?
Matthew Vassar Pierce specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Matthew Vassar Pierce's credentials?
Matthew Vassar Pierce is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Vassar Pierce located?
Matthew Vassar Pierce is based in WELLESLEY, Massachusetts, working with KASTEL CAPITAL ADVISORS, LLC. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Matthew Vassar Pierce charge for services?
Matthew Vassar Pierce'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 KASTEL CAPITAL ADVISORS, LLC?
KASTEL CAPITAL ADVISORS, LLC has approximately 3 employees and manages $138M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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