Edgardo
Castro

Aragon Capital LLC

CRD#5115574
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Edgardo Castro is a financial advisor based in Fort Lauderdale, Florida, working with Aragon Capital LLC. Edgardo has previously held positions at Wells Fargo, Brewer Capital Management, Health Benefits Center, World Financial Group, Inc, Transamerica Financial Advisors, and Aragon Capital LLC. Edgardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Edgardo is part of Aragon Capital LLC, which operates out of Fort Lauderdale, Florida. The firm has 13 employees and manages assets totaling $209.9 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Aragon Capital 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 businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

101 Ne 3Rd Ave Suite 1500
Fort Lauderdale, FL 33301

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Aragon Capital LLC Brokerage Details

Total Assets Under Management

$209,913,109

FL Average: $1,855,561,029
Total Number of Employees

13

FL Average: 62
Total Number of Accounts

924

FL Average: 2,474
Average Account Size

$227,179

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Edgardo Castro Work History

2016 - Present (9 years)

Aragon Capital LLC

2015 - Present (10 years)

World Financial Group, Inc

2015 - Present (10 years)

Transamerica Financial Adivsors

2014 - Present (11 years)

Health Benefits Center

2014 - 2015 (1 year)

Brewer Capital Management

2013 - 2014 (1 year)

Wells Fargo

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Disclosures

Please visit the SEC profile of Edgardo 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 Aragon Capital LLC

Maria Delgado
Fort Lauderdale, FL
Christian Sotomayor
Fort Lauderdale, FL
Edgardo Castro
Fort Lauderdale, FL
Ricardo Nieto
Fort Lauderdale, FL
Roberto Rodriguez-Werner
Fort Lauderdale, FL
Raul Benitez
Fort Lauderdale, FL
Karibay Almedo
Fort Lauderdale, FL
Denise Longshaw
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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