Robert
Emrich
Castleview Partners, LLC
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About this Advisor
Robert Emrich is a financial advisor operating out of Austin, Texas with a total of 6 years of industry experience. Emrich is an advisor for Castleview Partners, LLC. Their career trajectory has included roles at Long-Term Disability, Opcion Management LLC, Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC, Lake Point Wealth Management, LLC, Acruence Capital. LLC and Castleview Partners, LLC. Emrich holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Texas. Castleview Partners, LLC is a financial advisory company operating out of Dallas, TX. The investment advisory business has offices in five locations and a total of 17 advisors. It administers $224 million in total assets between its 1,114 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,114 accounts, just 12% belong to high-net-worth clients who have greater than $1 million in investable assets. The business performs a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. However, fees billed by Castleview Partners, LLC may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castleview Partners, LLC Brokerage Details
$224,154,054
17
1,114
$201,215
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
Robert Emrich Work History
Robert has been registered as a financial advisor for 6 years.*
Lake Point Wealth Management, LLC
Acruence Capital. LLC
Castleview Partners, LLC
Opcion Management LLC
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
Long-Term Disability
*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 Robert Emrich 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
Miami, FL
Miami, FL
Austin, TX
Des Plaines, IL
Miami, FL
Dallas, TX
Dallas, TX
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. 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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