Castleview Partners, LLC

Texas
Registered In
07/20/2015
Incorp. Date

Company Summary

Castleview Partners, LLC at 8111 Preston Rd STE 500, Dallas, Tx 75225 lists Umberto Perez of Coral Gables, FL and Douglas Gill of Dallas, TX as the associates.

Overview

Registered In
Texas
Incorporation Date
Company Type
Domestic Limited Liability Company (Llc)
Status
In Existence
Registration Type
Domestic
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People

Douglas W. Gill Registered Agent
10440 N CENTRAL EXPY STE 1030, DALLAS, TX 75231
Umberto Perez PRINCIPAL
814 PONCE DE LEON STE 500, CORAL GABLES, FL 33134
Douglas Gill PRINCIPAL
8111 PRESTON RD STE 500, DALLAS, TX 75225

Map & Locations

8111 PRESTON RD STE 500, DALLAS, TX 75225 View Map

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Aialpha Tamp Services
Dallas, TX

Financials

Financial Information for Castleview Partners, LLC

Form 5500

CASTLEVIEW PARTNERS, LLC

8111 Preston Road, Suite 500, Dallas, Tx 75225 (972) 361-1001 EIN:47-4596387 Plan Admin:Douglas Gill
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCASTLEVIEW PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY6 / 7 Assets BOY/EOY$122,586 / $207,829 2023 CASTLEVIEW PARTNERS, LLC 401(K) PLAN - Plan #001 6 / 7 $122,586 / $207,829
2022 Plan NameCASTLEVIEW PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 6 Assets BOY/EOY$105,005 / $122,586 2022 CASTLEVIEW PARTNERS, LLC 401(K) PLAN - Plan #001 7 / 6 $105,005 / $122,586
2021 Plan NameCASTLEVIEW PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 7 Assets BOY/EOY$79,471 / $105,005 2021 CASTLEVIEW PARTNERS, LLC 401(K) PLAN - Plan #001 9 / 7 $79,471 / $105,005
2020 Plan NameCASTLEVIEW PARTNERS, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$0 / $79,471 2020 CASTLEVIEW PARTNERS, LLC 401(K) PLAN - Plan #001 8 / 9 $0 / $79,471
2020 Plan NameCASTLEVIEW PARTNERS LLC MEDOVA LIFESTYLE HEALTH PLAN Plan #501 Participants BOY/EOY8 / 0 Assets BOY/EOY$0 / $591 2020 CASTLEVIEW PARTNERS LLC MEDOVA LIFESTYLE HEALTH PLAN - Plan #501 8 / 0 $0 / $591
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CASTLEVIEW PARTNERS, LLC

8111 Preston Road Suite 500, Dallas, Tx 75225 Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/30/2020 Approved$150,017 Forgiven$151,716 LenderJPMorgan Chase Bank, National Association Jobs7 04/30/2020 $150,017 $151,716 JPMorgan Chase Bank, National Association 7
PPP Loans based on Paycheck Protection Program.

Linked Companies

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Address Match:8111 Preston Rd Ste 500 Dallas, TX
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Person/City Match:Douglas W Gill - Dallas, TX
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Person/City Match:Umberto Perez - Coral Gables, FL
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Lua Corp. Registered in Florida
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Lua LLC. Registered in Florida
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Summitalliance Wealth Advisors, Inc Registered in Florida
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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor • U.S. Small Business Administration
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