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Phillip Chad Castle

WINNOW WEALTH, LLC·WACO, Texas
Unclaimed Profile
200 W. HWY 6, WACO, TX 76712CRD# 2619152Firm CRD# 317181
01

About

Phillip Chad Castle is a registered financial advisor based in WACO, Texas, affiliated with WINNOW WEALTH, 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
WINNOW WEALTH, LLC
WINNOW WEALTH, LLC
AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WINNOW WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2619152
Firm CRD# 317181
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Phillip Chad Castle offer?
Phillip Chad Castle specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.
What are Phillip Chad Castle's credentials?
Phillip Chad Castle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Chad Castle located?
Phillip Chad Castle is based in WACO, Texas, working with WINNOW WEALTH, LLC. Their office serves clients in the WACO metropolitan area and surrounding communities.
How does Phillip Chad Castle charge for services?
Phillip Chad Castle'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 WINNOW WEALTH, LLC?
WINNOW WEALTH, LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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