CASTLE WEALTH MANAGEMENT - Financial Advisor in Florida, West Palm Beach

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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