|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Castle Financial & Retirement Planning Associates Inc
✚
|
|
|---|---|
| CRD # | 107865 |
| SEC # | 801-79218 |
| CIK # | 0001650259 |
| AUM | $105.2 M (2025-04-01) |
| Employees | 6 (17% Investors, 17% Brokers) |
| Phone | 732-888-4994 |
| Address | 740 River Road Fair Haven, NJ 07704 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 1.5 | ||
| Procter & Gamble Co | 1.1 | ||
| Facebook Inc | 0.4 | ||
| Walt Disney Co | 0.3 | ||
| iShares Comex Gold Trust | 0.2 | ||
| ETFS Gold Trust | 0.2 | ||
| Franco Nevada Corp | 0.2 | ||
| RiverNorth/DoubleLine Strategic Opportunity Fund Inc | 0.2 | ||
| Apple Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 42.9 |
| (b) Individuals (high net worth individuals) | 32 | 62.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 373 | 105.2 |
| By Discretionary | ||
| Discretionary | 368 | 105.0 |
| Non-Discretionary | 5 | 0.2 |
| Total | 373 | 105.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 105.2 | |
| Total | 373 | 105.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001650259] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stone Steps Financial LLC
✚
|
CA | 0.1 |
|
AG Financial LLC
✚
|
UT | 0.1 |
|
Stumpf Capital Management LLC
✚
|
0.1 | |
|
Delgado Wealth Management LLC
✚
|
FL | 0.1 |
|
Stites Financial Consulting
✚
|
CA | 0.1 |
|
Ironhorse Capital LLC
✚
|
TN | 0.1 |
|
TCN Private Wealth Management LLC
✚
|
0.1 | |
|
Bespoke Advisory LLC
✚
|
CO | 0.1 |
|
Index Technologies Group LLC
✚
|
NY | 0.1 |
|
Maynerich Financial
✚
|
IL | 0.1 |