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CASTALIA ADVISORS LLC
CASTALIA ADVISORS LLC
RYE BROOK, New York
·
1 registered advisor
·
CRD# 138195
SEC# 801-65915
914-733-7380
01
Firm Overview
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Retirement Planning
Fee-Only Advisory
04
Advisors at CASTALIA ADVISORS LLC
1 registered advisor
Jay Charles Goodgal
RYE BROOK, New York
CRD# 1396919
05
Office Locations
RYE BROOK, New York
1 advisor
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Data sourced from SEC Form ADV filings. CASTALIA ADVISORS LLC (CRD# 138195) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.