KASTEL CAPITAL ADVISORS, LLC

40 Grove Street
Suite 190
Wellesley, Massachusetts 02482
Tel: (888) 622-2285

About KASTEL CAPITAL ADVISORS, LLC

KASTEL CAPITAL ADVISORS, LLC, formally registered with the SEC as KASTEL CAPITAL ADVISORS, LLC. The firm was established in 09/24/2019. They have over 1 offices throughout the country.

KASTEL CAPITAL ADVISORS, LLC is a Wellesley, Massachusetts based Financial Planning firm with nearly $137,920,616 assets under management, offering retirement planning & investment advisory services to 222 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	226520
SEC#	801-117355
Assets Managed by Firm	$137,920,616
No. of Clients	222
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INSURANCE CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	222	$137,920,616
Individuals (other than high net worth individuals)	13	$5,855,016
High net worth individuals	48	$95,678,608
Pension and profit sharing plans	1	$1,673,998
Charitable organizations	4	$34,712,994

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