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
Castlebury Advisory
By the Numbers
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Total Assets Under Management7MILLION
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Total Number of Accounts33ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, NV
Financial Advisors at Castlebury Advisory
1
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.
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