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Home > Retirement Planners > texas > dallas > CASTLEVIEW PARTNERS, LLC
CASTLEVIEW PARTNERS, LLC
8111 Preston Road
Suite 500
Dallas, Texas 75225
Tel: 214-710-1995
About CASTLEVIEW PARTNERS, LLC
CASTLEVIEW PARTNERS, LLC, formally registered with the SEC as CASTLEVIEW PARTNERS, LLC. The firm was established in 09/11/2015. They have over 7 offices throughout the country.
CASTLEVIEW PARTNERS, LLC is a Dallas, Texas based Financial Planning firm with nearly $269,982,571 assets under management, offering retirement planning & investment advisory services to 1308 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281410 |
| SEC# | 801-106652 |
| Assets Managed by Firm | $269,982,571 |
| No. of Clients | 1308 |
| No. of Advisors | 18 |
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
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1308 | $269,982,571 |
| Individuals (other than high net worth individuals) | 408 | $103,653,124 |
| High net worth individuals | 71 | $166,329,447 |
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