CASTELLANO & ASSOCIATES
Firm details
- Headquarters
- SHREVEPORT, Louisiana
- CRD number
- 117369
- Registered since
- May 23, 2024
- Website
- www.todaycpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.71%
- Individuals29.48%
- Pension & Profit Sharing Plans4.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Castellano & Associates is an independent, SEC-registered registered investment adviser organized as an LLC and registered in 2024. Ownership is held by an individual and the firm serves a mix of individual and family clients alongside institutional and small-business relationships. Its advisory services span financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm also lists accounting among its business activities. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. Castellano & Associates does not position itself as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Cash & Cash Equivalents14%
- US Government Bonds9%
- Exchange Traded Equities8%
- State & Local Bonds1%
Owners & executives
1 of 1Carson Castellano
Chief Compliance OfficerCRD 8227460
Contacts
2 of 2ARNOLD CASTELLANO
FounderCRD 4490396
Connor Castellano
Founder & Financial PlannerCRD 6569751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHREVEPORT, LA
CADDO
Location
SHREVEPORT, LA
Headquartered in SHREVEPORT, LA, anchoring the Shreveport-Bossier City-Minden, LA metro in the South.
- Metro area
- Shreveport-Bossier City-Minden, LA
- Region
- South
- County
- CADDO
- Address
- 9343 Ellerbe Rd
- Time zone
- CT (UTC-6)
- Office locations
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