Cases / Investment funds & advisory
Castle Hill Financial Group LLC
John R. Brodacki III
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- Castle Hill Financial Group LLC
- Industry
- Investment adviser misappropriation (purported high-yield bank accounts / securities)
- How investors were recruited
- Existing advisory clients (at least 18)
- Pitch & red flags
- client funds said to go into "high-yield bank accounts," "stocks, bonds, or private company securities," "specialized investments"
Pitch phrases from this case
Source
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