linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Federico Santiago Londono castillo

Occidental Asset Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Federico? Claim Your Profile

About Federico Santiago Londono castillo

Federico Londono castillo is a registered investment advisor representative with Occidental Asset Management, LLC. Federico Londono castillo is a registered investment advisor representative in Florida and has been in the industry since July 2019. Federico Londono castillo has passed the Series 65 exam. Federico Londono castillo is an active Investment Advisor Representative and is not in scope for Broker Check.

Firm Information

Federico Londono castillo is currently registered with Occidental Asset Management, LLC. Occidental Asset Management, LLC is a registered investment advisor located in Burlingame, CA. They offer a variety of advisory services, including financial planning, selection of other advisors, and portfolio management for individuals. Their clientele consists primarily of high-net-worth individuals. The firm manages over $796 million in assets for over 1700 accounts.
Occidental Asset Management, LLC

301 CALIFORNIA DRIVE #9

BURLINGAME, CA 94010

$796.08M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Federico Londono castillo’s Registration & Firm History

CA

02/04/2020 - Present

Occidental Asset Management, LLC (BURLINGAME CA)

Not sure if Federico Santiago Londono castillo is right for you?

Licenses & Designations

IA

Issued 12/03/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Federico Santiago Londono castillo.
Not sure if Federico Santiago Londono castillo is right for you?