Casull Financial Advisory, LLC

Casull Financial Advisory, LLC (CRD# 170053) is a financial advisory firm headquartered in South Jordan, UT. They manage $2,100,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $95,455
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
  • Pension consulting services
  • Educational seminars/workshops
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.

UT

Financial Advisors at Casull Financial Advisory, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Steven J. Casull
CRD#: 2865989
10421 South Jordan Gateway, Suite 600, South Jordan, UT 84095
83
Wealthminder
score

Steven Casull (CRD# 2865989) is an Investment Advisor Representative working at Casull Financial Advisory, LLC in South Jordan, UT and has over 19 years of experience in the finance industry.

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