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AA FINANCIAL SERVICES
CASTANEDA, CESAR QUIJANO
CRD 157667
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Sole Proprietorship
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPORTFOLIO CONSULTATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $0 |
All web addresses on file
Official SEC filing: View on IAPD