Unclaimed
Antonio Felipe Castillo is a registered Investment Advisor Representative in Texas. Antonio is affiliated with Goodman Financial Corp. in Houston, Texas. The firm provides advisory services to corporations, individuals and charitable organizations. Antonio specializes in developing investment strategies, financial plans, and portfolio management for high-net-worth individuals and businesses. He has experience working with a variety of clients, including pension plans and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
02/15/2023 - Present
Goodman Financial Corp. (Houston TX)
IA
Issued 03/03/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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