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CASTER AND COMPANY, INC.
CRD 148931
131 AIRPORT ROAD, WARWICK, RI, 02889-1032, United States
Phone
401-737-1099
Fax
401-739-1065
Registration
— (—)
Source
State registered
Total AUM
$600K
Discretionary AUM
$600K
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
All web addresses on file
Official SEC filing: View on IAPD