C
$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
3 Employees
30 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-20-2023
- Office Locations
- 2
Office Locations
377 OAK Street Suite 203 Garden City NY
-- Kensington MD
About Castfirm Advisors LLC
Castfirm Advisors LLC is a Garden City-based RIA with 2 offices. The firm has been operating for 2 years. Managing $30.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
36 AVG AGE
$10.0M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
1.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
James V Rudolph
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #6804833
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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D
DEREK JOHN ELPHICK
Business Development Manager
- CRD
- #6504706
Available
Available
Available
Robert Austin Schetty
--
- CRD
- #7127405
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,999,500 | $909,076 |
| Non-Discretionary | $500 | $500 |
| Total | $30,000,000 | $882,353 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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