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Building 2CASTFIRM ADVISORS LLC

Map pinGARDEN CITY, NY
Phone(516) 888-9986
NotebookSEC #801-136175
Total AUM
$30M
Employees
3
Clients
29

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
377 OAK STREET
SUITE 203
GARDEN CITY
NY 11530
United States
Operating Hours
8:00 A.M. TO 6:00 P.M.
Monday - Friday
Phone
(516) 888-9986
Other Offices
1

ReceiptFinancials

Total AUM
$30M
Accounts
34
Discretionary
$30M
Accounts
33
Non-Discretionary
$500
Accounts
1

ContactClients

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Individual Clients
26
AUM
$5M
HNW Individual Clients
3
AUM
$25M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MDNY

HandshakeAffiliates

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

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