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CASULL FINANCIAL ADVISORY, LLC
CRD 170053
10421 SOUTH JORDAN GATEWAY, SUITE 600, SOUTH JORDAN, UT, 84095, United States
Phone
801-495-7070
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$5.9M
Discretionary AUM
$5.9M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $5.9M |
All web addresses on file
Official SEC filing: View on IAPD