Anthony
Caselli
Mainline West Fund Manager LLC
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About this Advisor
Anthony Caselli is a financial advisor who works in Denver, Colorado who has 4 years of relevant experience. Caselli currently works for Mainline West Fund Manager LLC. The advisor has gained experience at Spicer Jeffries Llp, Extended Travel and Mainline West Municipal Securities, LLC. Caselli holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in Colorado. Mainline West Fund Manager LLC is a financial advisory business based out of Denver, CO. It controls $2 billion in assets under management across its 104 customer accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Of its 104 customer accounts, 94% belong to high-net-worth clients who have greater than $1 million in investable assets. Mainline West Fund Manager LLC has a set of services, such as portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advice typically are based on the financial services. However, fees charged by Mainline West Fund Manager LLC most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mainline West Fund Manager LLC Brokerage Details
$1,797,664,905
4
104
$17,285,239
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Anthony Caselli Work History
Anthony has been registered as a financial advisor for 4 years.*
Extended Travel
Mainline West Municipal Securities, LLC
Spicer Jeffries Llp
Spicer Jeffries Llp
Spicer Jeffries Llp
Spicer Jeffries Llp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Caselli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mainline West Fund Manager LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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