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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- Vector vector
- Established Date
- 02-01-2007
- Office Locations
- 2
Office Locations
About Castellan Financial Advisors
Castellan Financial Advisors is a fee-only, fiduciary RIA serving individuals and families with goal-based financial planning (education, retirement, major purchases) and ongoing investment guidance. The firm provides conflict-free advice with no stated account minimums and builds diversified portfolios using ETFs and fixed income allocations. Accounts are held with custodians such as Altruist and Pershing; a founder-led, single-advisor practice based in California.
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Owner & Executives
WALTER ANTHONY ROMATOWSKI
Chief Compliance Officer, Financial Advisor, President
- CRD
- #5294108
- Ownership
- 75% or more
SUSANA ROMATOWSKI
Corporate Secretary, Financial Advisor, President
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,777,434 | -- |
| Total | $12,777,434 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,777,434
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,132,930,332 | 24.3% |
| U.S. Government/Agency | $3,835,763,602 | 43.7% |
| Corporate - Investment Grade | $1,237,626,242 | 14.1% |
| Cash | $1,571,170,904 | 17.9% |
| Total | $8,777,491,080 | 100.0% |