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KASTEL CAPITAL ADVISORS, LLC
KASTEL CAPITAL ADVISORS, LLC
WELLESLEY, Massachusetts
·
2 registered advisors
·
CRD# 226520
SEC# 801-117355
0
(888) 622-2285
01
Firm Overview
AUM
$138M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at KASTEL CAPITAL ADVISORS, LLC
2 registered advisors
Drasko "nmn" Kovrlija
WELLESLEY, Massachusetts
CRD# 5609454
Matthew Vassar Pierce
WELLESLEY, Massachusetts
CRD# 4726664
05
Office Locations
WELLESLEY, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. KASTEL CAPITAL ADVISORS, LLC (CRD# 226520) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.