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James Francis Castleman

ADVISORTRUST PARTNERS, LLC·BELMONT, North Carolina
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420 PARK STREET, BELMONT, NC 28012CRD# 5582414Firm CRD# 304967
01

About

James Francis Castleman is a registered financial advisor based in BELMONT, North Carolina, affiliated with ADVISORTRUST PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
ADVISORTRUST PARTNERS, LLC
ADVISORTRUST PARTNERS, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ADVISORTRUST PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5582414
Firm CRD# 304967
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Francis Castleman offer?
James Francis Castleman specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in BELMONT, North Carolina for a consultation.
What are James Francis Castleman's credentials?
James Francis Castleman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Castleman located?
James Francis Castleman is based in BELMONT, North Carolina, working with ADVISORTRUST PARTNERS, LLC. Their office serves clients in the BELMONT metropolitan area and surrounding communities.
How does James Francis Castleman charge for services?
James Francis Castleman'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 ADVISORTRUST PARTNERS, LLC?
ADVISORTRUST PARTNERS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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David Watts Mcmahan — ADVISORTRUST PARTNERS, LLCDeborah Ann Alvarenga — PACABOTS LLCJason Matthew Toms — PACABOTS LLCAlbert Nmn Silletti — PACABOTS LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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