Kastel Capital Advisors, LLC

Kastel Capital Advisors, LLC (CRD# 226520) is a financial advisory firm headquartered in Wellesley, MA. They manage $137,920,616 in 222 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
40 Grove Street, Suite 275, Wellesley, MA 02482
https://twitter.com/kastelcapital
By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    222
    ACCOUNTS
  • Average Account Value
    $621,264
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, TX

Financial Advisors at Kastel Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Drasko Kovrlija, financial advisor Wellesley MA
Drasko &. Kovrlija
CRD#: 5609454
40 Grove Street, Suite 275, Wellesley, MA 02482

Drasko Kovrlija (CRD# 5609454) is an Investment Advisor Representative working at Kastel Capital Advisors, LLC in Wellesley, MA and has over 15 years of experience in the finance industry.

2
Matthew Pierce, financial advisor Dover MA
Matthew V. Pierce
CRD#: 4726664
13 Colonial Rd, Dover, MA 02030

Matthew Pierce (CRD# 4726664) is an Investment Advisor Representative working at Kastel Capital Advisors, LLC in Dover, MA and has 1 year of experience in the finance industry.

3
William Reeve, financial advisor Wellesley MA
William B. Reeve
CRD#: 2670154
40 Grove Street, Suite 275, Wellesley, MA 02482

William Reeve (CRD# 2670154) is an Investment Advisor Representative working at Kastel Capital Advisors, LLC in Wellesley, MA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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