Moneywise, Inc.

Moneywise, Inc. (CRD# 145043) is a financial advisory firm headquartered in Lexington, KY. They manage $32,451,024 in 143 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
836 Euclid Avenue, #318, Lexington, KY 40502
http://moneywiseky.com
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    143
    ACCOUNTS
  • Average Account Value
    $226,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

KY

Financial Advisors at Moneywise, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eugene Castle, financial advisor Lexington KY
Eugene A. Castle
CRD#: 2733633
836 Euclid Avenue, #318, Lexington, KY 40502

Eugene Castle (CRD# 2733633) is an Investment Advisor Representative working at Moneywise, Inc. in Lexington, KY and has over 28 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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