Principal, Chief Executive Officer · Castleview Partners, LLC
Douglas W. Gill
CRD 2129646 · Named on Form ADV at one SEC-registered adviser
At a glance
Castleview Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $417 million in regulatory assets, lists Douglas W. Gill on its Form ADV as Principal, Chief Executive Officer, a control person.
Firms and roles
- Castleview Partners, LLCPrincipal, Chief Executive OfficerWealth manager · Dallas, TX · $417M in regulatory assets
AtlasMembers
Douglas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Umberto PerezPrincipal, Castleview Partners, LLC
- David M. FajardoPrincipal, Director of Capital Markets, Castleview Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.