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Ian Fritz

Castleview Partners, LLC

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About Ian Fritz

Ian Fritz is an investment advisor representative with Castleview Partners, LLC. Ian has been in the industry since February 2019 and is registered with the state of Texas. Ian is a Series 63, Series 65 and Series 6TO license holder. Ian specializes in providing financial planning, portfolio management for individuals, educational seminars, publication of periodicals, and selection of other advisors. Previously, Ian worked at J.P. MORGAN SECURITIES LLC, and various other companies.

Firm Information

Ian Fritz is currently registered with Castleview Partners, LLC. Castleview Partners, LLC is a registered investment advisor located in Dallas, TX. The firm provides financial planning, portfolio management for individuals, and educational seminars. Castleview Partners, LLC manages approximately $269,982,571 in assets for 1,308 clients. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.
Castleview Partners, LLC

8111 PRESTON ROAD

DALLAS, TX 75225

$269.98M

Assets Under Management

Not reported

Total Clients

13

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.

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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Ian Fritz’s Registration & Firm History

TX

04/01/2024 - Present

Castleview Partners, LLC (Dallas TX)

TX

02/14/2019 - 03/19/2022

J.P. MORGAN SECURITIES LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 06/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Fritz.
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