Overview
Assets Under Management: $130 million
Headquarters: SHREVEPORT, LA
High-Net-Worth Clients: 50
Average Client Assets: $1.7 million
Frequently Asked Questions
CASTELLANO & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117369), CASTELLANO & ASSOCIATES is subject to fiduciary duty under federal law.
CASTELLANO & ASSOCIATES is headquartered in SHREVEPORT, LA.
CASTELLANO & ASSOCIATES serves 50 high-net-worth clients according to their SEC filing dated March 02, 2026. View client details ↓
According to their SEC Form ADV, CASTELLANO & ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CASTELLANO & ASSOCIATES manages $130 million in client assets according to their SEC filing dated March 02, 2026.
According to their SEC Form ADV, CASTELLANO & ASSOCIATES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.71%
Average Client Assets: $1.7 million
Total Client Accounts: 462
Discretionary Accounts: 462
Regulatory Filings
CRD Number: 117369
Filing ID: 2063233
Last Filing Date: 2026-03-02 16:46:26