CASTLEVIEW PARTNERS, LLC

DALLAS, Texas·5 registered advisors·CRD# 281410
SEC# 801-1066526214-710-1995
01

Firm Overview

AUM
$270M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CASTLEVIEW PARTNERS, LLC

5 registered advisors
Briton Michael Chamberlain
DALLAS, Texas
David Moises Fajardo
DALLAS, Texas
Douglas Wayne Gill
DALLAS, Texas
CFP
Lawrence C Heller
DALLAS, Texas
Umberto Perez
DALLAS, Texas
05

Office Locations

DALLAS, Texas
5 advisors

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Data sourced from SEC Form ADV filings. CASTLEVIEW PARTNERS, LLC (CRD# 281410) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.