Edgardo
Castro
Aragon Capital LLC
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About this Advisor
Edgardo Castro is a financial advisor working in Fort Lauderdale, Florida who has 7 years of relevant experience. Castro is on the advisory team at Aragon Capital LLC. Throughout their career, they have worked at Hsbc Securities (Usa) Inc, Wells Fargo, Brewer Capital Management, Health Benefits Center, World Financial Group, Inc, Transamerica Financial Adivsors and Aragon Capital LLC. Castro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Aragon Capital LLC is a registered investment company operating out of Fort Lauderdale, FL. It administers $149 million in total assets among its 916 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 916 customer accounts, 60% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm has a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Aragon Capital LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aragon Capital LLC Brokerage Details
$148,891,171
11
916
$162,545
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Edgardo Castro Work History
Edgardo has been registered as a financial advisor for 7 years.*
Aragon Capital LLC
World Financial Group, Inc
Transamerica Financial Adivsors
Health Benefits Center
Brewer Capital Management
Wells Fargo
Hsbc Securities (Usa) Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
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