CASTLE WEALTH PLANNING
Tel: 805-962-5630 1105 Chapala St. Ste. 4 Santa Barbara, California 93101
About CASTLE WEALTH PLANNING
CASTLE WEALTH PLANNING is a Santa Barbara, California based financial advisory firm with nearly $180,459,033 in assets under management and provides investment advisory services for 377 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
141601
Firm SEC#:
801-88216
Assets Under Management:
$180,459,033
No. of Clients:
377
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services
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