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CASTELLAN
LOUISVILLE, KY
859.494.0523
SEC #801-119581Total AUM
$882.2M
Employees
8Clients
25Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2011 LAKE POINT WAY
SUITE 001
LOUISVILLE
KY 40223
United States
SUITE 001
LOUISVILLE
KY 40223
United States
Operating Hours
8:30-5:00
Monday - Friday
Monday - Friday
Phone
859.494.0523
Financials
Total AUM
$882.2M
Accounts
106Discretionary
$881.1M
Accounts
103Non-Discretionary
$1.1M
Accounts
3
Clients
HNW Individual Clients
12AUM
$650.9M
Investment Company Clients
2AUM
$35.7M
Pooled Vehicle Clients
9AUM
$59.9M
Charitable Organization Clients
1AUM
$128.6M
Corporation or Business Clients
1AUM
$7.1M
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALFLGAINKYTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.