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Building 2CASTLE WEALTH PLANNING

Map pinSANTA BARBARA, CA
Phone805-962-5630
NotebookSEC #801-88216
Total AUM
$236.4M
Employees
3
Clients
114

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

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

ReceiptFinancials

Total AUM
$236.4M
Accounts
355
Discretionary
$203.1M
Accounts
337
Non-Discretionary
$33.3M
Accounts
18

ContactClients

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Individual Clients
57
AUM
$23.5M
HNW Individual Clients
54
AUM
$176.3M
Pension/Profit Sharing Plan Clients
1
AUM
$26.3M
Charitable Organization Clients
1
AUM
$10.3M
Corporation or Business Clients
1
AUM
$2.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CANYTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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