Overview
Assets Under Management: $605 million
Headquarters: OKLAHOMA CITY, OK
High-Net-Worth Clients: 124
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.38
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,009
Discretionary Accounts: 993
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 205512
Last Filing Date: 2025-02-25 00:00:00
Website: https://castlepointwealth.com