CASTELLANO & ASSOCIATES
SEC RegisteredFor All of Your Accounting Needs
About the firm
Castellano & Associates, in business for over 25 years, is a full service accounting firm equipped with knowledgeable and experienced staff members. They are committed, dedicated, and passionate about their clients, serving businesses, individuals, not-for-profits, estates, and more.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, bookkeeping services, payroll services, and tax preparation.
Who they serve
Businesses, individuals, not-for-profits, estates, and more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 235 | $38M |
| High Net Worth Individuals | 50 | $85M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 16 | $6.2M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,001 to $2,000,000 | 0.75% |
| $2,000,001 and above | 0.50% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASTELLANO & ASSOCIATES has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.