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Building 2EL CASTILLO INVESTMENTS

Map pin
Phone786-838-2669
NotebookSEC #801-129550
Total AUM
$1.8M
Employees
2
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
08:30AM TO 4:30PM
Monday - Friday
Phone
786-838-2669

ReceiptFinancials

Total AUM
$1.8M
Accounts
22
Discretionary
$1.8M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$800K
HNW Individual Clients
2
AUM
$1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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