Castlewood Financial Advisors, LLC

Castlewood Financial Advisors, LLC (CRD# 147624) is a financial advisory firm headquartered in , . They manage $10,500,000 in 50 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.


Financial Advisors at Castlewood Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
David B. Chase
CRD#: 4841016
Danville, CA

David Chase (CRD# 4841016) is an Investment Advisor Representative working at Castlewood Financial Advisors, LLC in Danville, CA and has over 13 years of experience in the finance industry.

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