EL Castillo Investments
Firm details
- Headquarters
- ,
- CRD number
- 328068
- Registered since
- July 26, 2024
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.56%
- Individuals44.44%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
EL Castillo Investments is an LLC that registered with the SEC in 2024 and is owned by an individual. The firm advises a client base made up of individuals and families and charges fees based on a percentage of assets under management. Its advisory scope includes portfolio management for individuals and small businesses, portfolio management for businesses or institutional clients, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Derivatives20%
- Cash & Cash Equivalents20%
- US Government Bonds10%
Owners & executives
1 of 1Leonardo Castillo
Chief Executive OfficerCRD 7859334
Contacts
1 of 1Jessika Castillo
DirectorCRD 7868762
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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