Newcastle Financial Advisors
Newcastle Financial Advisors (CRD# 140471) is a financial advisory firm headquartered in Fullerton, CA. They manage $5,553,973 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Newcastle Financial Advisors
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$138,849
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Newcastle Financial Advisors
No Advisor Found.
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