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Sara Lyn Delee Castille

CAPITAL ADVANTAGE, INC.·WALNUT CREEK, California
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1855 OLYMPIC BLVD., WALNUT CREEK, CA 94596CRD# 7531437Firm CRD# 108985
01

About

Sara Lyn Delee Castille is a registered financial advisor based in WALNUT CREEK, California, affiliated with CAPITAL ADVANTAGE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CAPITAL ADVANTAGE, INC.
CAPITAL ADVANTAGE, INC.
AUM
$1.0B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at CAPITAL ADVANTAGE, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 7531437
Firm CRD# 108985
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sara Lyn Delee Castille offer?
Sara Lyn Delee Castille specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are Sara Lyn Delee Castille's credentials?
Sara Lyn Delee Castille is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sara Lyn Delee Castille located?
Sara Lyn Delee Castille is based in WALNUT CREEK, California, working with CAPITAL ADVANTAGE, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Sara Lyn Delee Castille charge for services?
Sara Lyn Delee Castille'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 CAPITAL ADVANTAGE, INC.?
CAPITAL ADVANTAGE, INC. has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPITAL ADVANTAGE, INC.

Ian Ashley Castille
WALNUT CREEK, CA
Nicola Longmuir
WALNUT CREEK, CA
Donna Lewis Zinman
WALNUT CREEK, CA
Mark A Zinman
WALNUT CREEK, CA
Dawnalizabeth Henke
WALNUT CREEK, CA
John Sterrett Hayman
WALNUT CREEK, CA

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Research
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