CASTLE FINANCIAL

CASTLE FINANCIAL of MISSION VIEJO, CA is an SEC-registered investment adviser (CRD 341862).

Registration

• CRD: 341862
• Type: Registered investment adviser
• Location: 25950 ACERO, MISSION VIEJO, CA, 92692
• Phone: 949-292-1323
• Latest filing: 2026-07-16
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 341862 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search