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Building 2CASTELLANO & ASSOCIATES

Map pinSHREVEPORT, LA
Phone318-683-1040
NotebookSEC #801-130349
Total AUM
$129.5M
Employees
14
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9343 ELLERBE ROAD
BLDG A
SHREVEPORT
LA 71106
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
318-683-1040
Other Offices
2

ReceiptFinancials

Total AUM
$129.5M
Accounts
462
Discretionary
$129.5M
Accounts
462
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
235
AUM
$38.2M
HNW Individual Clients
50
AUM
$85.1M
Pension/Profit Sharing Plan Clients
16
AUM
$6.2M

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
LATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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