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Building 2CASTLEVIEW PARTNERS, LLC

Map pinDALLAS, TX
Phone214-710-1995
NotebookSEC #801-106652
Total AUM
$416.9M
Employees
22
Clients
594

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4851 LBJ FREEWAY
SUITE 850
DALLAS
TX 75244
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
214-710-1995
Other Offices
5

ReceiptFinancials

Total AUM
$416.9M
Accounts
1,894
Discretionary
$413M
Accounts
1,868
Non-Discretionary
$3.8M
Accounts
26

ContactClients

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Individual Clients
512
AUM
$141.6M
HNW Individual Clients
80
AUM
$196.1M
Investment Advisor Clients
2
AUM
$79.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLNYTXUTVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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