Vice President and Assistant Secretary / Manager · The Mather Group, LLC
Michael D. Castleforte
CRD 7542823 · Named on Form ADV at one SEC-registered adviser
At a glance
The Mather Group, LLC, an SEC-registered wealth manager based in Chicago, IL with $13.4 billion in regulatory assets, lists Michael D. Castleforte on its Form ADV as Vice President and Assistant Secretary / Manager, a control person.
Firms and roles
- The Mather Group, LLCVice President and Assistant Secretary / ManagerWealth manager · Chicago, IL · $13B in regulatory assets
AtlasMembers
Michael’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 (12)
- Jay F. KrehbielManager, The Mather Group, LLC
- Pamela A. PoppManager, The Mather Group, LLC
- Boris E. RapoportVice President and Assistant Secretary / Manager, The Mather Group, LLC
- Daniel R. BryantManager, The Mather Group, LLC
- Kristen R. OziemkowskiChief Operations Officer, Business Operations/solutions, The Mather Group, LLC
7 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 12 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.