Overview
Assets Under Management: $350 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 82
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 722
Discretionary Accounts: 712
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118364
Last Filing Date: 2024-03-25 00:00:00
Website: https://castlewm.com