Castle Wealth Group Investments LLC

Castle Wealth Group Investments LLC (CRD# 318990) is a financial advisory firm headquartered in Brighton, MI. They manage $44,478,000 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1024 E. Grand River Ave, Suite A, Brighton, MI 48116
https://www.linkedin.com/in/christopherjberry/
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $766,862
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Castle Wealth Group Investments LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Berry, financial advisor Brighton MI
Christopher J. Berry
CRD#: 5484638
1024 E. Grand River Ave, Suite A, Brighton, MI 48116

Christopher Berry (CRD# 5484638) is an Investment Advisor Representative working at Castle Wealth Group Investments LLC in Brighton, MI and has over 6 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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