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Michael James Castro

MARIN WEALTH ADVISORS LLC·NOVATO, California
Unclaimed Profile
371 BEL MARIN KEYS BLVD., NOVATO, CA 94949CRD# 2844180Firm CRD# 123237
01

About

Michael James Castro is a registered financial advisor based in NOVATO, California, affiliated with MARIN WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARIN WEALTH ADVISORS LLC
MARIN WEALTH ADVISORS LLC
AUM
$296M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MARIN WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2844180
Firm CRD# 123237
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael James Castro offer?
Michael James Castro specializes in Financial Planning, Investment Management. Contact their office in NOVATO, California for a consultation.
What are Michael James Castro's credentials?
Michael James Castro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael James Castro located?
Michael James Castro is based in NOVATO, California, working with MARIN WEALTH ADVISORS LLC. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Michael James Castro charge for services?
Michael James Castro's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARIN WEALTH ADVISORS LLC?
MARIN WEALTH ADVISORS LLC has approximately 6 employees and manages $296M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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