Cast Financial

Cast Financial (CRD# 289302) is a financial advisory firm headquartered in , . They manage $16,182,847 in 69 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
https://www.facebook.com/cast-financial-496587184048106/
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    69
    ACCOUNTS
  • Average Account Value
    $234,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, NE, SC, TX

Financial Advisors at Cast Financial
Showing 1 - 2 of 2 top financial advisors.
1
Bryan Cast, financial advisor Anthem AZ
Bryan D. Cast
CRD#: 6485739
Anthem, AZ

Bryan Cast (CRD# 6485739) is an Investment Advisor Representative working at Cast Financial in Anthem, AZ and has over 7 years of experience in the finance industry.

2
Steven Kingsley, financial advisor Anthem AZ
Steven B. Kingsley
CRD#: 6891466
Anthem, AZ

Steven Kingsley (CRD# 6891466) is an Investment Advisor Representative working at Cast Financial in Anthem, AZ and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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