CRD: 170049
Frontsight Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2014
- Office Locations
- 1
Office Locations
About Frontsight Wealth Advisors, LLC
FrontSight Wealth Advisors, LLC (RLC Financial Services) is an independent investment planning firm serving individuals and businesses. The team builds personalized financial and investment plans, using risk-based asset allocation models and ongoing review/monitoring. Services include retirement and education planning, wealth management, estate planning, insurance, brokerage, and pension design. They emphasize face-to-face guidance and screen non-proprietary investments; custody includes Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Roy L Castillo
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer
- CRD
- #2263430
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,781,522 | -- |
| Non-Discretionary | $164,661 | -- |
| Total | $36,946,183 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing