CASTLEVIEW PARTNERS, LLC
Tel: 214-710-1995 8111 Preston Road Suite 500 Dallas, Texas 75225
About CASTLEVIEW PARTNERS, LLC
CASTLEVIEW PARTNERS, LLC is a Dallas, Texas based financial advisory firm with nearly $269,982,571 in assets under management and provides investment advisory services for 1308 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
281410
Firm SEC#:
801-106652
Assets Under Management:
$269,982,571
No. of Clients:
1308
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
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