Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Davison is a registered investment advisor representative at Castellan. Benjamin is registered with the state of Kentucky. Benjamin holds the Series 65 license. Benjamin has been in the industry for 3 years. Benjamin has worked at multiple firms prior to joining Castellan. Benjamin has experience working with charitable organizations, high net worth individuals, and pooled investment vehicles. The firm provides investment management services for individuals and pooled investment vehicles. Castellan has approximately $353,473,345 in regulatory assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
10/14/2024 - Present
Castellan (LOUISVILLE KY)
Active
Inactive
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