Castellan Financial Advisors

Castellan Financial Advisors (CRD# 143334) is a financial advisory firm headquartered in , . They manage $7,309,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.castellanwealth.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $664,455
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Castellan Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Walter Romatowski, financial advisor Newcastle CA
Walter A. Romatowski
CRD#: 5294108
9455 Bridge Creek Lane, Newcastle, CA 95658

Walter Romatowski (CRD# 5294108) is an Investment Advisor Representative working at Castellan Financial Advisors in Newcastle, CA and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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