Castaneda Financial Management

Overview

Castaneda Financial Management LLC is an independent, Arizona-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on financial planning and discretionary portfolio management for individuals and small business owners, charging fees based on a percentage of assets under management. It is positioned as a small, client-focused practice rather than a platform for capital allocation or institutional fund selection; the firm is not listed as a capital allocator and does not operate as a multi-state adviser or pension consultant. The practice does not advertise an ESG investing orientation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices