Michael
Castro
Marin Wealth Advisors LLC
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About this Advisor
Michael Castro is a financial advisor based in San Rafael, California, working with Marin Wealth Advisors LLC. Michael has previously held positions at Charles Schwab Bank, Charles Schwab & Co., Inc, and Marin Wealth Advisors LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Michael is part of Marin Wealth Advisors LLC, which operates out of San Rafael, California. The firm has 6 employees and manages assets totaling $296.0 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Marin Wealth Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marin Wealth Advisors LLC Brokerage Details
$295,995,463
6
866
$341,796
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Michael Castro Work History
Marin Wealth Advisors LLC
Charles Schwab Bank
Charles Schwab & Co.,Inc
Disclosures
Please visit the SEC profile of Michael Castro 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 Marin Wealth Advisors LLC
Bellingham, WA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
San Rafael, CA
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