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Building 2KASTEL CAPITAL ADVISORS, LLC

Map pinWELLESLEY, MA
Phone(888) 622-2285
NotebookSEC #801-117355
Total AUM
$193.3M
Employees
3
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 GROVE STREET
SUITE 190
WELLESLEY
MA 02482
United States
Operating Hours
OFFICE VISITS BY APPOINTMENT ONLY
OFFICE VISITS BY APPOINTMENT ONLY
Phone
(888) 622-2285

ReceiptFinancials

Total AUM
$193.3M
Accounts
265
Discretionary
$150.2M
Accounts
237
Non-Discretionary
$43.1M
Accounts
28

ContactClients

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Individual Clients
13
AUM
$8.8M
HNW Individual Clients
54
AUM
$138.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3.1M
Charitable Organization Clients
1
AUM
$42.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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