1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CASTLE ISLAND WEALTH

Map pinPALM BEACH GARDENS, FL
Phone561-208-3883
NotebookSEC #801-112273
Total AUM
$117.2M
Employees
5
Clients
146

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11300 US HIGHWAY 1
SUITE 600
PALM BEACH GARDENS
FL 33408
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
561-208-3883
Other Offices
1

ReceiptFinancials

Total AUM
$117.2M
Accounts
233
Discretionary
$83.5M
Accounts
161
Non-Discretionary
$33.7M
Accounts
72

ContactClients

View more in analytics →

Individual Clients
112
AUM
$41.5M
HNW Individual Clients
34
AUM
$75.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANENHNYTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account