Castle Group Investment Counsel, Inc.

Castle Group Investment Counsel, Inc. (CRD# 134992) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Castle Group Investment Counsel, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Yinyi Chen, financial advisor Arcadia CA
Yinyi Chen
CRD#: 2086259
Arcadia, CA

Yinyi Chen (CRD# 2086259) is an Investment Advisor Representative working at Castle Group Investment Counsel, Inc. in Arcadia, CA and has over 31 years of experience in the finance industry.

2
Larry Yu, financial advisor Arcadia CA
Larry Yu
CRD#: 5258240
Arcadia, CA

Larry Yu (CRD# 5258240) is an Investment Advisor Representative working at Castle Group Investment Counsel, Inc. in Arcadia, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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