CASTLEVIEW PARTNERS

castleview-partners-logo

Castleview Partners specializes in investment, insurance, tax, legal, and financial advisory services.

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CASTLEVIEW PARTNERS

Industry:
Advice Financial Services Insurance

Founded:
2015-01-01

Address:
Dallas, Texas, United States

Country:
United States

Website Url:
http://www.castleviewpartners.com

Total Employee:
11+

Status:
Active

Contact:
+1 214-710-1995

Technology used in webpage:
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Current Employees Featured

not_available_image

Douglas Gill
Douglas Gill PARTNER & CHIEF EXECUTIVE OFFICER @ Castleview Partners
PARTNER & CHIEF EXECUTIVE OFFICER

michael-mansur_image

Michael Mansur
Michael Mansur FOUNDING ADVISOR @ Castleview Partners
FOUNDING ADVISOR
1998-01-01

umberto-perez_image

Umberto Perez
Umberto Perez Founding Partner @ Castleview Partners
Founding Partner
2015-10-01

Founder


not_available_image

Douglas Gill

michael-mansur_image

Michael Mansur

umberto-perez_image

Umberto Perez

Official Site Inspections

http://www.castleviewpartners.com

  • Host name: ec2-3-88-95-32.compute-1.amazonaws.com
  • IP address: 3.88.95.32
  • Location: Ashburn United States
  • Latitude: 39.0481
  • Longitude: -77.4728
  • Metro Code: 511
  • Timezone: America/New_York
  • Postal: 20149

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More informations about "Castleview Partners"

Who We Are - Castleview Partners

Douglas Gill, CFP® Chief Executive Officer [email protected]. Mr. Gill previously founded Argentus Partners, LLC in 2001. During Mr. Gill's 13 year tenure as CEO of Argentus, …See details»

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Check the background of your financial professional on FINRA's BrokerCheck.. Registered Representatives are registered with and securities offered through Kovack Securities, Inc. …See details»

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Castleview Partners contact info: Phone number: (214) 710-1995 Website: www.castleviewpartners.com What does Castleview Partners do? We are an independent …See details»

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Castleview Partners Employee Directory . Castleview Partners corporate office is located in 8111 Preston Rd Ste 500, Dallas, Texas, 75225, United States and has 24 employees.See details»

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Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets. $269,982,571.00See details»

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Our Services — Castleview Partners

Check the background of your financial professional on FINRA's BrokerCheck.. Registered Representatives are registered with and securities offered through Kovack Securities, Inc. …See details»

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Castleview Partners specializes in investment, insurance, tax, legal, and financial advisory services.See details»

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Castleview Partners, LLC is a financial advisory firm based in Dallas, Texas. It currently has approximately $196,087,941 of assets under management and employs about 17 people.See details»

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Castleviewpartners.com. Year Founded. 2015. Open To Secondaries. Open To First Time Funds. Institution Type. Investment Advisor. Primary Contact. Title. Chief Executive Officer. Email. …See details»

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We look forward to connecting with you if you are currently independent but are interested in spending more time with your clients by advising and interacting closely with them. You may …See details»

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Castleview Partners is a firm with its principal office and place of business in Dallas, TX. As of the date of the firm's most recently-filed Form ADV, the firm reported $269,982,571 in regulatory …See details»

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Castleview Partners, LLC is a large advisory firm based in Dallas. It manages $268.68 million of regulatory assets for 1,162 client accounts. It has been registered with the SEC as an adviser …See details»