Castle Island Wealth

Castle Island Wealth (CRD# 287710) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $117,369,863 in 73 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1253 Old Okeechobee Road, Suite B6, West Palm Beach, FL 33401
http://www.seahuntercapital.com/
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $1,607,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, NH, NY, TX

Financial Advisors at Castle Island Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Kevin McCluskey, financial advisor West Palm Beach FL
Kevin M. McCluskey
CRD#: 2981542
1253 Old Okeechobee Road, Suite B6, West Palm Beach, FL 33401

Kevin McCluskey (CRD# 2981542) is an Investment Advisor Representative working at Castle Island Wealth in West Palm Beach, FL and has over 26 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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