Caster And Company, Inc.
Caster And Company, Inc. (CRD# 148931) is a financial advisory firm headquartered in Warwick, RI. They manage $600,001 in 2 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Caster And Company, Inc.
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$300,001
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
RI
Financial Advisors at Caster And Company, Inc.
1
Margaret Caster (CRD# 5721669) is an Investment Advisor Representative working at Caster And Company, Inc. in Warwick, RI and has over 15 years of experience in the finance industry.
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