Director · Fiduciary Counselling Inc
James G. Castellano
CRD 4471586 · Named on Form ADV at one SEC-registered adviser
At a glance
Fiduciary Counselling Inc, an SEC-registered wealth manager based in St Paul, MN with $10.1 billion in regulatory assets, lists James G. Castellano on its Form ADV as Director, a control person.
Firms and roles
- Fiduciary Counselling IncDirectorWealth manager · St Paul, MN · $10B in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Ann B. BurnsDirector, Fiduciary Counselling Inc
- Steven B. WeinsteinDirector, Fiduciary Counselling Inc
- Shari L. CliffordChief Financial Officer, Fiduciary Counselling Inc
- Jason K. MitchellChief Compliance Officer and Chief Operations Officer, Fiduciary Counselling Inc
- Andrew E. LangChief Investment Officer, Fiduciary Counselling Inc
3 more people named with James on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.