Ronald
Storn
Castellan
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About this Advisor
Ronald Storn is a financial advisor based in Louisville, Kentucky, working with Castellan. Ronald has previously held positions at Castellan Group, LLC, Roundtower Technologies, Conquest Technologies, and Cincinnati Bell. Ronald has passed the Series 65 regulatory exam and is registered to provide services in Florida, Kentucky, and Texas. Currently, Ronald is part of Castellan, which operates out of Louisville, Kentucky. The firm has 9 employees and manages assets totaling $353.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for pooled investment vehicles. The fee structure at Castellan includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Castellan Brokerage Details
$353,473,345
9
59
$5,991,074
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Ronald Storn Work History
Castellan Group, LLC
Roundtower Technologies
Conquest Technologies
Cincinnati Bell
Disclosures
Please visit the SEC profile of Ronald Storn 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 Castellan
Louisville, KY
Louisville, KY
Louisville, KY
The content in this profile was updated by SmartAsset on 6/19/2024. 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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