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Castle Financial & Retirement Planning Associates Inc
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CRD # | 107865 |
SEC # | 801-79218 |
CIK # | 0001650259 |
AUM | $96.6 MM (2024-03-21) |
Employees | 5 (20% Investors, 40% Brokers) |
Phone | 732-888-4994 |
Address | 740 River Road Fair Haven, NJ 07704 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 120 | 43.9 |
(b) Individuals (high net worth individuals) | 26 | 52.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 346 | 96.6 |
By Discretionary | ||
Discretionary | 346 | 96.6 |
Non-Discretionary | 0 | 0.0 |
Total | 346 | 96.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 96.6 | |
Total | 346 | 96.6 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001650259] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Account Management LLC
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|
MA | 0.1 |
Investor's Advantage LLC
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|
TX | 0.1 |
AUA Private Wealth Advisors LLC
✚
|
PA | 0.1 |
Markle Financial LLC
✚
|
WY | 0.1 |
Berkshire Advisors Inc
✚
|
PA | 0.1 |
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
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|
NY | 0.1 |