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Brian Richardson Castillo (Scottsdale)


Brian Richardson Castillo is an adviser based in Scottsdale. It manages $4.5 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Arizona.

Brian Richardson Castillo provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brian Richardson Castillo: assets under management

The assets under management (AUM) of Brian Richardson Castillo is $4.5 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $4.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $750 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brian Richardson Castillo for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Scottsdale

The principal office where Brian Richardson Castillo performs its advisory services is located at 6201 E. Cactus Rd, Scottsdale, AZ 85254, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 602-799-4838 or by fax N/A. The normal business hours are 9-5 on Monday - Friday.


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