Castle Financial & Retirement Planning Associates Inc

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Assets, Funds, Holdings

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Castle Financial & Retirement Planning Associates Inc
CRD #107865
SEC #801-79218
CIK #0001650259
AUM $96.6 MM (2024-03-21)
Employees 5 (20% Investors, 40% Brokers)
Phone732-888-4994
Address740 River Road
Fair Haven, NJ 07704
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
1108866442202001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 120 43.9
(b) Individuals (high net worth individuals) 26 52.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 346 96.6
By Discretionary
Discretionary 346 96.6
Non-Discretionary 0 0.0
Total 346 96.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 96.6
Total 346 96.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001650259]
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WY 0.1
Berkshire Advisors Inc
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Captial Advisor Network
IN 0.1
Beverly Investment Advisors LLC
CA 0.1
AG Global Advisors LLC
AZ 0.1
Roumell Asset Management LLC
MD 0.1
LPK Investment Group LLP
NY 0.1
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