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Building 2CASTLE WEALTH PLANNING

Map pinSANTA BARBARA, CA
Phone805-962-5630
NotebookSEC #801-71667
Total AUM
$62.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1105 CHAPALA STREET
SUITE 4
SANTA BARBARA
CA 93101
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Phone
805-962-5630

ReceiptFinancials

Total AUM
$62.6M
Accounts
90
Discretionary
$62.6M
Accounts
90
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER AGREEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

HandshakeAffiliates

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

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