Castaneda Financial Management

Overview

Castaneda Financial Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves mainly individuals and families, offering financial planning and portfolio management for individuals and small businesses. It charges clients based on a percentage of assets under management. Castaneda does not describe itself as a capital allocator, is not active on ESG mandates, and is not a multi-state or newly formed adviser. The firm lists an insurance company affiliation in its industry relationships. The year of SEC registration is not provided in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices