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Brian Richardson Castillo

SILVER OAK WEALTH MANAGEMENT·SCOTTSDALE, Arizona
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6201 E. CACTUS RD, SCOTTSDALE, AZ 85254CRD# 2942269Firm CRD# 281310
01

About

Brian Richardson Castillo is a registered financial advisor based in SCOTTSDALE, Arizona, affiliated with SILVER OAK WEALTH MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SILVER OAK WEALTH MANAGEMENT, LLC
SILVER OAK WEALTH MANAGEMENT, LLC
AUM
$6M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SILVER OAK WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2942269
Firm CRD# 281310
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Richardson Castillo offer?
Brian Richardson Castillo specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Brian Richardson Castillo's credentials?
Brian Richardson Castillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Richardson Castillo located?
Brian Richardson Castillo is based in SCOTTSDALE, Arizona, working with SILVER OAK WEALTH MANAGEMENT. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Brian Richardson Castillo charge for services?
Brian Richardson Castillo's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVER OAK WEALTH MANAGEMENT?
SILVER OAK WEALTH MANAGEMENT has approximately 1 employees and manages $6M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Arizona
PHOENIX (224)TUCSON (124)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
PHOENIX GuideTUCSON GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
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