Castleview Partners LLC
Legal Name: CASTLEVIEW PARTNERS, LLC
Full Contact Details
Castleview Partners LLC
8111 PRESTON ROAD, SUITE 500, DALLAS, TX
214-710-1995
214-945-2689
Other Info
Castleview Partners LLC, legally known as CASTLEVIEW PARTNERS, LLC, is a Texas based limited liability company that serves one client. The firm has a workforce of fifteen employees, with ten of them working in advisory roles. Its SEC status is currently Approved, with a registration date of Sep 11, 2015.
Dallas, TX – Financial Advisor | Castleview Partners — Castleview Partners
With a team of independent advisors and senior staff whose experience spans over 100 years, we have offices in Dallas, Chicago and Miami, serving clients throughout the United States, as well as Latin America.
Direct Owners
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DAVID MOISES FAJARDO
PRINCIPAL, DIRECTOR OF CAPITAL MARKETS owns more than 5% but less than 10%
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DOUGLAS WAYNE GILL
PRINCIPAL, CCO/CEO owns less than 5%
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GILL CAPITAL MANAGEMENT, INC.
MEMBER owns more than 50% but less than 75%
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LAWRENCE C HELLER
PRINCIPAL, CIO owns more than 5% but less than 10%
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UMBERTO PEREZ
PRINCIPAL owns more than 10% but less than 25%