CASTALIA ADVISORS LLC

RYE BROOK, New York·1 registered advisor·CRD# 138195
SEC# 801-65915914-733-7380
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 PlanningFee-Only Advisory
04

Advisors at CASTALIA ADVISORS LLC

1 registered advisor
Jay Charles Goodgal
RYE BROOK, New York
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.