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CASTLE WEALTH PLANNING

Tel: 805-962-5630
1105 Chapala St.
Ste. 4
Santa Barbara, California  93101

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CASTLE WEALTH PLANNING

CASTLE WEALTH PLANNING is a Santa Barbara, California based financial advisory firm with nearly $180,459,033 in assets under management and provides investment advisory services for 377 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

141601

SEC#:

801-88216

No. of Clients:

377

Assets under Management

$180,459,033

No. of Advisors:

3

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