Castfirm

EST. AUM
$30,000,000

CONTACTS
3

CLIENT ACCOUNTS
34

Firm Details

Metro area New York City
CRD Number 327519
Website castfirm.com
Client types

Overview

Castfirm Advisors, LLC is a legacy-planning and investment advisory firm that provides integrated wealth management services designed to preserve wealth and intent across generations. The firm works with individuals, families, trustees, and institutions by aligning investment strategy, trust structures, and financial documentation to support long-term wealth preservation and intergenerational planning. The firm positions itself as an independent and objective advisor focused on prudent portfolio management, fiduciary oversight, and tax-aware planning to help clients manage complex estate structures and generational wealth transitions.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Castfirm

Platform Details

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