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).
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Total Assets Under Management138MILLION
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Total Number of Accounts222ACCOUNTS
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Average Account Value$621,264
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
MA, TX
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.
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.
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.