MC
MC

Michael Castaneda

1 Year of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
24 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

1910 Palomar Point Way, Suite 200, Carlsbad, CA, 92008

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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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Other Business Activities

Michael is the founder and private placement partner of Cast Investment Management, LLC, an investment club founded in February 2021. He dedicates minimal time to this activity.

Employment History
Current Registrations
Sprott Asset Management USA INC.
December 2024 - Present · 1 yr 2 mos
Sprott Global Resource Investments LTDBroker
February 2024 - Present · 2 yrs
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.