Castanea Partners Inc.
Castanea Partners Inc. (CRD# 160229) is a financial advisory firm headquartered in Newton, MA. They manage $1,101,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1,101MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$183,500,000
- A percentage of assets under your management
- Portfolio management for pooled investment vehicles (other than investment companies)