C
$18.1M Total AUM
$18.1M Disc. AUM
-- 3Y CAGR
1 Employees
16 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2024
- Office Locations
- 1
Office Locations
11900 N 32nd ST Unit 15 Phoenix AZ
About Castaneda Financial Management
Castaneda Financial Management is a Phoenix-based RIA. The firm has been operating for 1 years. Managing $18.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
39 AVG AGE
$18.1M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SAMUEL JOSEPH CASTANEDA JR
Chief Compliance Officer, Managing Member
- CRD
- #5153177
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,126,087 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,126,087 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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