Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > newton > CASTANEA PARTNERS INC.
CASTANEA PARTNERS INC.
Three Newton Executive Park Ste 304
Newton, Massachusetts 02462
Tel: 617-630-2400
About CASTANEA PARTNERS INC.
CASTANEA PARTNERS INC, formally registered with the SEC as CASTANEA PARTNERS INC. The firm was established in 03/30/2012. They have over 1 offices throughout the country.
CASTANEA PARTNERS INC. is a Newton, Massachusetts based Financial Planning firm with nearly $423,000,000 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160229 |
| SEC# | 801-73298 |
| Assets Managed by Firm | $423,000,000 |
| No. of Clients | 6 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Other (CARRIED INTEREST)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $423,000,000 |
More Retirement Planning firms in Newton, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Newton, Massachusetts