Castleview Partners is an investment advisor in Dallas with $467.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474596387
SEC advisor number
801-106652
FINRA CRD number
281410
AUM ?
$269.98 mm
(as of 29 Mar 24)
Accounts
1,308
(as of 29 Mar 24)
Employees
18
(13 investment advisory or research)
Address
Castleview Partners
8111 PRESTON ROAD
SUITE 575
DALLAS
TX 75225
8111 PRESTON ROAD
SUITE 575
DALLAS
TX 75225
Phone
2147101995
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
26 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22