Kastel Capital Advisors, LLC

Kastel Capital Advisors, LLC (CRD# 226520) is a financial advisory firm headquartered in , . They manage $22,470,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $312,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

MA

Financial Advisors at Kastel Capital Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Philip M. Fragasso
CRD#: 2941281
Wellesley, MA
93
Wealthminder
score

Philip Fragasso (CRD# 2941281) is an Investment Advisor Representative working at Kastel Capital Advisors, LLC in Wellesley, MA and has over 20 years of experience in the finance industry.

2
Drasko Kovrlija
CRD#: 5609454
Wellesley, MA
93
Wealthminder
score

Drasko Kovrlija (CRD# 5609454) is an Investment Advisor Representative working at Kastel Capital Advisors, LLC in Wellesley, MA and has over 9 years of experience in the finance industry.

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