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CASTLEPOINT WEALTH ADVISORS
Tel: 405-705-2906
7308 N. Classen Blvd. Oklahoma City, Oklahoma 73116
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
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
Firm CRD#:
205512
SEC#:
801-96254
No. of Clients:
1009
Assets under Management
$605,040,407
No. of Advisors:
10
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