Castleton Partners, LLC
Castleton Partners, LLC (CRD# 140873) is a financial advisory firm headquartered in Tivoli, NY. They manage $147,876,143 in 26 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management148MILLION
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Total Number of Accounts26ACCOUNTS
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Average Account Value$5,687,544
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NY, TX
Financial Advisors at Castleton Partners, LLC
1
Jean Reinoso (CRD# 5396551) is an Investment Advisor Representative working at Castleton Partners, LLC in Clermont, NY and has 1 year of experience in the finance industry.
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