Caster And Company, Inc.

Caster And Company, Inc. (CRD# 148931) is a financial advisory firm headquartered in Warwick, RI. They manage $1,200,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $400,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

RI

Financial Advisors at Caster And Company, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Margaret A. Caster
CRD#: 5721669
131 Airport Road, Warwick, RI 02889
93
Wealthminder
score

Margaret Caster (CRD# 5721669) is an Investment Advisor Representative working at Caster And Company, Inc. in Warwick, RI and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.