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

More Retirement Planning firms in Dallas, Texas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

Explore More Retirement Advisors in Dallas, Texas

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.