Kastel Capital Advisors, Llc, MA — Investment Adviser | BuildTrust

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KASTEL CAPITAL ADVISORS, LLC

Investment AdviceWELLESLEY, MA

Assets Under Management

$164.6M

Total AUM

Donut chart: Discretionary 127.6M, Non-Discretionary 37.0M
Category	Value
Discretionary	127.6M
Non-Discretionary	37.0M

Adviser Information

Field	Value
CRD Number	226520
SEC Number	801-117355
Street Address	40 GROVE STREET
Street Address 2	SUITE 190
Location	WELLESLEY, MA 02482
Country	United States
Phone	(888) 622-2285
Total Employees	3

Client Count by Type (70 Total)

Horizontal bar chart: High Net Worth Individual… 53, Individuals (other than H… 13, Charitable Organizations 3, Pension/Profit Sharing Pl… 1
Category	Value
High Net Worth Individual…	53
Individuals (other than H…	13
Charitable Organizations	3
Pension/Profit Sharing Pl…	1