Castlebury Advisory LLC

Castlebury Advisory LLC (CRD# 151658) is a financial advisory firm headquartered in , . They manage $6,100,000 in 42 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $145,238
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT, NV

Financial Advisors at Castlebury Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth J. Pounds
CRD#: 2044369
Las Vegas, NV
93
Wealthminder
score

Kenneth Pounds (CRD# 2044369) is an Investment Advisor Representative working at Castlebury Advisory LLC in Las Vegas, NV and has over 15 years of experience in the finance industry.

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