Castle Investor Coaching

Castle Investor Coaching (CRD# 147581) is a financial advisory firm headquartered in Waco, TX. They manage $9,107,195 in 98 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $92,931
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Castle Investor Coaching
Showing 1 - 1 of 1 top financial advisors.
1
Phillip C. Castle
CRD#: 2619152
200 W. Hwy. 6, Suite #330, Waco, TX 76712
73
Wealthminder
score

Phillip Castle (CRD# 2619152) is an Investment Advisor Representative working at Castle Investor Coaching in Waco, TX and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.