Matthew
Marquis
Castleview Partners, LLC
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About this Advisor
Matthew Marquis is a financial advisor based in Des Plaines, Illinois, working with Castleview Partners, LLC. Matthew has previously held positions at Interocean Capital and Castleview Partners, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Florida and Illinois. Currently, Matthew is part of Castleview Partners, LLC, which operates out of Des Plaines, Illinois. The firm has 6 offices and 18 employees. The firm manages assets totaling $270.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Castleview Partners, LLC includes asset-based, hourly, and fixed fees.
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Castleview Partners, LLC Brokerage Details
$269,982,571
18
1,308
$206,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Matthew Marquis Work History
Castleview Partners, LLC
Interocean Capital
Disclosures
Please visit the SEC profile of Matthew Marquis 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 Castleview Partners, LLC
Herriman, UT
Austin, TX
Miami, FL
Plano, TX
Miami, FL
Plano, TX
Des Plaines, IL
Plano, TX
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