North Castle Advisors, LLC

North Castle Advisors, LLC (CRD# 131182) is a financial advisory firm headquartered in , . They manage $36,040,118 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $360,401
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NY, OR

Financial Advisors at North Castle Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Seth J. Varnhagen
CRD#: 2235276
Dobbs Ferry, NY
93
Wealthminder
score

Seth Varnhagen (CRD# 2235276) is an Investment Advisor Representative working at North Castle Advisors, LLC in Dobbs Ferry, NY and has over 24 years of experience in the finance industry.

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