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CASTELLAN
2011 Lake Point Way
Suite 001
Louisville, Kentucky 40223
Tel: 859.494.0523
About CASTELLAN
CASTELLAN, formally registered with the SEC as CASTELLAN. The firm was established in 10/02/2020. They have over 1 offices throughout the country.
CASTELLAN is a Louisville, Kentucky based Financial Planning firm with nearly $353,473,345 assets under management, offering retirement planning & investment advisory services to 59 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299363 |
| SEC# | 801-119581 |
| Assets Managed by Firm | $353,473,345 |
| No. of Clients | 59 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 59 | $353,473,345 |
| High net worth individuals | 9 | $205,024,542 |
| Charitable organizations | Fewer than 5 clients | $38,289,328 |
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