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Michael Eugene Allende

Castle Wealth Management

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About Michael Eugene Allende

Michael Eugene Allende is an Investment Advisor Representative with Castle Wealth Management in WEST PALM BEACH, FL. Michael has been in the financial industry for over 6 years and has a Series 65 license. Michael's experience includes working at All Star Realty and University of North Florida. Michael specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Castle Wealth Management is a registered investment advisor with offices in WEST PALM BEACH, FL. The firm provides a range of services to individuals, families, and businesses. Castle Wealth Management's philosophy is to provide personalized financial advice and investment management services to help clients reach their financial goals. Castle Wealth Management serves a variety of clients, including high-net-worth individuals, families, and businesses.

Firm Information

Michael Allende is currently registered with Castle Wealth Management. Castle Wealth Management is an independent wealth management firm headquartered in West Palm Beach, FL. They provide a range of services, including financial planning, portfolio management for individuals and businesses, and consulting. With a focus on high-net-worth individuals, Castle Wealth Management manages over $350 million in assets for a diverse clientele including individuals, families, charitable organizations, and pension plans.
Castle Wealth Management

201 ARKONA CT

WEST PALM BEACH, FL 33401-7116

$350.07M

Assets Under Management

Not reported

Total Clients

4

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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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Michael Allende’s Registration & Firm History

FL

07/13/2022 - Present

Castle Wealth Management (WEST PALM BEACH FL)

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Licenses & Designations

IA

Issued 07/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Eugene Allende.
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