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Austin Nikolai Castillo

Investment adviser representative at Private Management Group Inc
10 yearsExperience
1 stateRegistered in
$4.9BFirm assets
40 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

10 years in the industry.

  1. Private Management Group IncJan 2026 to now
  2. Venbrook InsuranceJun 2025 to Dec 2025
  3. Balboa Bay ResortMar 2025 to May 2025
  4. Elite Car Valet LLCMay 2024 to Mar 2025
  5. Svs ParkingDec 2023 to May 2024
  6. Cal State University of FullertonAug 2023 to Dec 2025
  7. Saddleback CollegeAug 2022 to May 2023
  8. Arizona State UniversityAug 2020 to May 2022
  9. Dove Canyon Country ClubJun 2018 to Jun 2025
  10. Santa Margarita Catholic High SchoolAug 2016 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CA).

Private Management Group Inc

$4.9BAssets managed
3,594Clients
28Advisers
40 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8250586
Firm CRD
104707
Advisor's SEC record (opens in a new tab)
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