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CASTFIRM ADVISORS LLC

CRD 327519 · SEC 801-136175

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377 OAK STREET, SUITE 203, GARDEN CITY, NY, 11530, United States

Phone

(516) 888-9986

Fax

(516) 689-9079

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$30.0M

Discretionary AUM

$30.0M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals26$5.0M
High net worth individuals3$25.0M

States served

MD, NY

All web addresses on file

Official SEC filing: View on IAPD