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KASTEL CAPITAL ADVISORS, LLC

Tel: (888) 622-2285
40 Grove Street
Suite 190
Wellesley, Massachusetts  02482

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KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC is a Wellesley, Massachusetts based financial advisory firm with nearly $137,920,616 in assets under management and provides investment advisory services for 222 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (INSURANCE CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

226520

SEC#:

801-117355

No. of Clients:

222

Assets under Management

$137,920,616

No. of Advisors:

3

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