Castanea Partners Inc.
Castanea Partners Inc. (CRD# 160229) is a financial advisory firm headquartered in Newton, MA. They manage $423,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management423MILLION
-
Total Number of Accounts6ACCOUNTS
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Average Account Value$70,500,000
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Castanea Partners Inc.
No Advisor Found.
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