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Home > Retirement Planners > florida > palm beach gardens > CASTLE ISLAND WEALTH
CASTLE ISLAND WEALTH
11300 Us Highway 1
Suite 600
Palm Beach Gardens, Florida 33408
Tel: 561-208-3883
About CASTLE ISLAND WEALTH
CASTLE ISLAND WEALTH, formally registered with the SEC as CASTLE ISLAND WEALTH. The firm was established in 01/08/2018. They have over 1 offices throughout the country.
CASTLE ISLAND WEALTH is a Palm Beach Gardens, Florida based Financial Planning firm with nearly $117,369,863 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287710 |
| SEC# | 801-112273 |
| Assets Managed by Firm | $117,369,863 |
| No. of Clients | 73 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 73 | $117,369,863 |
| Individuals (other than high net worth individuals) | 40 | $4,840,767 |
| High net worth individuals | 10 | $112,529,096 |
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