Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oklahoma > oklahoma city > CASTLEPOINT WEALTH ADVISORS
CASTLEPOINT WEALTH ADVISORS
7308 N. Classen Blvd.
Oklahoma City, Oklahoma 73116
Tel: 405-705-2906
About CASTLEPOINT WEALTH ADVISORS
CASTLEPOINT WEALTH ADVISORS, formally registered with the SEC as CASTLEPOINT WEALTH ADVISORS. The firm was established in 05/11/2015. They have over 2 offices throughout the country.
CASTLEPOINT WEALTH ADVISORS is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $605,040,407 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 205512 |
| SEC# | 801-96254 |
| Assets Managed by Firm | $605,040,407 |
| No. of Clients | 1009 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (TAX PREPARATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1009 | $605,040,407 |
| Individuals (other than high net worth individuals) | 129 | $59,173,856 |
| High net worth individuals | 124 | $504,485,146 |
| Corporations or other businesses | 5 | $41,381,405 |
More Retirement Planning firms in Oklahoma City, Oklahoma:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Oklahoma City, Oklahoma