Castlebury Advisory

Castlebury Advisory (CRD# 151658) is a financial advisory firm headquartered in , . They manage $6,854,183 in 33 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://www.castleburyadvisory.com
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $207,703
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NV

Financial Advisors at Castlebury Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Kenneth Pounds, financial advisor Rancho Cucamonga CA
Kenneth J. Pounds
CRD#: 2044369
Rancho Cucamonga, CA

Kenneth Pounds (CRD# 2044369) is an Investment Advisor Representative working at Castlebury Advisory in Rancho Cucamonga, CA and has over 23 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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