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).
Total Assets Under Management11MILLION
Total Number of Accounts50ACCOUNTS
Average Account Value$210,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.