Updated:
Castellano Wealth Planning
CASTELLANO WEALTH PLANNING is a state-registered investment adviser with $80 million in regulatory assets under management. The firm has 2 employees and 2...
Overview
CASTELLANO WEALTH PLANNING is a state-registered investment adviser with $80 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
Frequently asked questions
Is Castellano Wealth Planning a fiduciary?
Yes. As a registered investment adviser (RIA), the firm is legally bound to act in its clients' best interests. This fiduciary standard applies to all advisory services, including investment recommendations and financial planning.
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