TrueAdvisor
TrueAdvisor
BC
BC

Brandon P Castille

Knights of Columbus Asset Advisors LLC
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Knights of Columbus Asset Advisors LLC
Compensation
Fee-Only (AUM)
Firm Size
191 advisors
Number of Clients
4,361 clients
Average Client Portfolio
$6.4M average
Assets Under Management
$28.0B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Location

La Habra, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
February 2021 - Present · 5 yrs
Previous Registrations
Allstate Financial Services, LLCBroker
February 2020 - September 2020 · 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.