Santiago Castro, financial advisor Coral Gables FL

Santiago Castro

CRD Number: 5895394
Current Firm: We Family Offices

Santiago Castro (CRD# 5895394) is an Investment Advisor Representative working at We Family Offices in Coral Gables, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Genspring Family Offices, LLC Miami, FL Jan 2011 - Current 13
Genspring Family Offices International, LLC Miami, FL Jun 2010 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Santiago Castro
Phone Number: 305-825-2225
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,909
    MILLIONS
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $128,790,889
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NY

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