Castleview Partners, LLC
Castleview Partners, LLC (CRD# 281410) is a financial advisory firm headquartered in Dallas, TX. They manage $269,982,571 in 1,308 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management270MILLION
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Total Number of Accounts1,308ACCOUNTS
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Average Account Value$206,409
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, FL, IL, OH, TX, VA
Harriet Bynum (CRD# 1801192) is an Investment Advisor Representative working at Castleview Partners, LLC in Little Rock, AR and has over 36 years of experience in the finance industry.
Homero Diaz (CRD# 5737174) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 12 years of experience in the finance industry.
Robert Emrich (CRD# 4208445) is an Investment Advisor Representative working at Castleview Partners, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Douglas Gill (CRD# 2129646) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 33 years of experience in the finance industry.
Alyssa Guerra (CRD# 5152168) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 17 years of experience in the finance industry.
Michael Lynch (CRD# 6154692) is an Investment Advisor Representative working at Castleview Partners, LLC in Coral Gables, FL and has over 7 years of experience in the finance industry.
Matthew Marquis (CRD# 5301123) is an Investment Advisor Representative working at Castleview Partners, LLC in Rosemont, IL and has over 16 years of experience in the finance industry.
Umberto Perez (CRD# 4149270) is an Investment Advisor Representative working at Castleview Partners, LLC in Dallas, TX and has over 21 years of experience in the finance industry.
Joanne Chapman (CRD# 7897906) is an Investment Advisor Representative working at Castleview Partners, LLC in Herriman, UT and has 1 year of experience in the finance industry.
Julian Johnson (CRD# 5649819) is an Investment Advisor Representative working at Castleview Partners, LLC in Plano, TX and has over 12 years of experience in the finance industry.