CASTANEDA FINANCIAL MANAGEMENT

CASTANEDA FINANCIAL MANAGEMENT is an SEC-registered investment adviser (CRD 332892). Regulatory assets under management: $18.1M.

Registration

• CRD: 332892
• Type: Registered investment adviser
• Phone: 602-463-3100
• Latest filing: 2026-01-21
• Regulatory AUM: $18.1M
• Discretionary AUM: $18.1M
• Clients: 1
• Accounts: 46

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332892 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search