CASTLEPOINT WEALTH ADVISORS - Financial Advisor in Oklahoma, Oklahoma City

Tel: 405-705-2906 7308 N. Classen Blvd. Oklahoma City, Oklahoma 73116

About CASTLEPOINT WEALTH ADVISORS

CASTLEPOINT WEALTH ADVISORS is a Oklahoma City, Oklahoma based financial advisory firm with nearly $605,040,407 in assets under management and provides investment advisory services for 1009 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

205512

Firm SEC#:

801-96254

Assets Under Management:

$605,040,407

No. of Clients:

1009

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PREPARATION SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Oklahoma?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Oklahoma, Oklahoma City

FirmCRD#:151197

SEC#:801-70485

No. of Advisors:17

No. of Clients:84

AUM:$10,174,416,057

FirmCRD#:299786

SEC#:801-116817

No. of Advisors:17

No. of Clients:6

AUM:$6,272,435,135

FirmCRD#:291368

SEC#:801-112427

No. of Advisors:16

No. of Clients:1609

AUM:$1,831,472,226

FirmCRD#:173841

SEC#:801-110893

No. of Advisors:16

No. of Clients:5

AUM:$1,706,753,895

FirmCRD#:226670

SEC#:801-96290

No. of Advisors:76

No. of Clients:4

AUM:$1,645,926,208

FirmCRD#:104511

SEC#:801-42549

No. of Advisors:11

No. of Clients:5627

AUM:$1,505,567,003

FirmCRD#:106316

SEC#:801-43702

No. of Advisors:20

No. of Clients:1335

AUM:$1,109,660,853

FirmCRD#:313573

SEC#:801-120960

No. of Advisors:6

No. of Clients:2197

AUM:$931,104,788

FirmCRD#:164499

SEC#:801-110106

No. of Advisors:16

No. of Clients:9

AUM:$574,127,168

FirmCRD#:108037

SEC#:801-55942

No. of Advisors:9

No. of Clients:11

AUM:$562,737,100

FirmCRD#:286014

SEC#:801-108779

No. of Advisors:9

No. of Clients:1601

AUM:$541,021,596

FirmCRD#:307625

SEC#:801-118315

No. of Advisors:4

No. of Clients:900

AUM:$354,445,250

FirmCRD#:116508

SEC#:801-118599

No. of Advisors:24

No. of Clients:2568

AUM:$346,931,792

FirmCRD#:161801

SEC#:801-75445

No. of Advisors:1

No. of Clients:1

AUM:$325,000,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

EXCHANGE TRADED CONCEPTS, LLC

151197

801-70485

$10,174,416,057

CE INVESTMENT MANAGEMENT, LLC

299786

801-116817

$6,272,435,135

FULL SAIL CAPITAL, LLC

291368

801-112427

1609

$1,831,472,226

CAPTION MANAGEMENT, LLC

173841

801-110893

$1,706,753,895

WARWICK INVESTMENT GROUP, LLC

226670

801-96290

$1,645,926,208

TOM JOHNSON INVESTMENT MANAGEMENT, LLC

104511

801-42549

5627

$1,505,567,003

RETIREMENT INVESTMENT ADVISORS INC

106316

801-43702

1335

$1,109,660,853

FOURPATH CAPITAL MANAGEMENT, LLC

313573

801-120960

2197

$931,104,788

ACORN CAPITAL MANAGEMENT

164499

801-110106

$574,127,168

INVESTRUST CONSULTING, LLC

108037

801-55942

$562,737,100

VISTA INVESTMENT PARTNERS LLC

286014

801-108779

1601

$541,021,596

MITCHELL & PAHL PRIVATE WEALTH

307625

801-118315

900

$354,445,250

PLAN GROUP FINANCIAL, INC.

116508

801-118599

2568

$346,931,792

CANAAN NATURAL GAS MANAGEMENT, LLC

161801

801-75445

$325,000,000

Explore More Financial Advisor Firms in Oklahoma City, Oklahoma >>