Casull Financial Advisory, LLC
Casull Financial Advisory, LLC (CRD# 170053) is a financial advisory firm headquartered in South Jordan, UT. They manage $5,177,000 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts41ACCOUNTS
-
Average Account Value$126,268
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Casull Financial Advisory, LLC
1
Steven Casull (CRD# 2865989) is an Investment Advisor Representative working at Casull Financial Advisory, LLC in South Jordan, UT and has over 26 years of experience in the finance industry.
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