E
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2018
- Office Locations
- 1
Office Locations
-- Plantation FL
About EL Castillo Investments
EL Castillo Investments is a Plantation-based RIA. The firm has been operating for 7 years. Managing $1.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$900.0K AVG AUM / ADVISOR
$81.8K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Client Personas
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Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
J
Jessika Castillo
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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L
LEONARDO DANEL CASTILLO
Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,800,000 | $81,818 |
| Non-Discretionary | $0 | -- |
| Total | $1,800,000 | $81,818 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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