Overview
Assets Under Management: $353 million
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 9
Average Client Assets: $23 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.00
Average High-Net-Worth Client Assets: $23 million
Total Client Accounts: 59
Discretionary Accounts: 59
Regulatory Filings
CRD Number: 299363
Last Filing Date: 2024-11-11 00:00:00
Website: https://www.castellangroup.com