Brandon
Castille

Knights Of Columbus Asset Advisors LLC

CRD#7188173
Investment Advisor
in La Habra, CA

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About this Advisor

Brandon Castille is a financial advisor based in La Habra, California, working with Knights Of Columbus Asset Advisors LLC. Brandon has previously held positions at Allstate Insurance Co, Knights Of Columbus Insurance, and Knights Of Columbus Asset Advisors. Brandon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Brandon is part of Knights Of Columbus Asset Advisors LLC, which operates out of La Habra, California. The firm has 1 office and 225 employees. The firm manages assets totaling $27.2 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Knights Of Columbus Asset Advisors LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

La Habra, CA

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Knights Of Columbus Asset Advisors LLC Brokerage Details

Total Assets Under Management

$27,242,773,364

CA Average: $5,297,377,271
Total Number of Employees

225

CA Average: 35
Total Number of Accounts

3,799

CA Average: 690
Average Account Size

$7,171,038

CA Average: $7,677,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brandon Castille Work History

2021 - Present (4 years)

Knights Of Columbus Asset Advisors

2020 - Present (5 years)

Knights Of Columbus Insurance

2019 - 2020 (1 year)

Allstate Insurance Co

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Disclosures

Please visit the SEC profile of Brandon Castille to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Knights Of Columbus Asset Advisors LLC

Peter Sheen
New Haven, CT
Ian Johnstone
Lincoln, NE
Paul Harrington
New Haven, CT
Timothy Buback
New Haven, CT
Alfred Lugo
Pasadena, CA
Jonathan Knaus
New Haven, CT
Brandon Castille
La Habra, CA
Paul Mcmahon
New Haven, CT

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