Cast Financial
Cast Financial (CRD# 289302) is a financial advisory firm headquartered in , . They manage $16,182,847 in 69 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Cast Financial
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts69ACCOUNTS
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Average Account Value$234,534
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, NE, SC, TX
Financial Advisors at Cast Financial
1
Bryan Cast (CRD# 6485739) is an Investment Advisor Representative working at Cast Financial in Anthem, AZ and has over 7 years of experience in the finance industry.
2
Steven Kingsley (CRD# 6891466) is an Investment Advisor Representative working at Cast Financial in Anthem, AZ and has over 8 years of experience in the finance industry.
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