CASTLE WEALTH MANAGEMENT
Tel: 561-686-9604 201 Arkona Ct West Palm Beach, Florida 33401-7116
About CASTLE WEALTH MANAGEMENT
CASTLE WEALTH MANAGEMENT is a West Palm Beach, Florida based financial advisory firm with nearly $350,072,190 in assets under management and provides investment advisory services for 722 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
118364
Firm SEC#:
801-60871
Assets Under Management:
$350,072,190
No. of Clients:
722
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING)
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