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| Castle Financial & Retirement Planning Associates Inc
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|---|---|
| CRD # | 107865 |
| SEC # | 801-79218 |
| CIK # | 0001650259 |
| AUM | 107.9 M (2026-03-31) |
| 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 ($M) |
|---|
| CIK | Period |
|---|---|
| 0001650259 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Blackstone Group LP | 0.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 113 | 45.0 |
| (b) Individuals (high net worth individuals) | 33 | 62.5 |
| (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 | 0.5 |
| (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 | 366 | 107.9 |
| By Discretionary | ||
| Discretionary | 366 | 107.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 107.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 107.9 | |
| Total | 366 | 107.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001650259] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Montello Wealth Management Inc
✚
|
FL | 108.4 M |
|
Peapod Lane Capital LLC
✚
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NY | 108.2 M |
|
Panteles Advisors LLC
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TX | 108.2 M |
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Laidlaw Wealth Management LLC
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NY | 108.1 M |
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Shannon T Pitner and Company
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FL | 107.9 M |
|
Forthright Capital Advisory LLC
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NV | 107.7 M |
|
Randall Financial Group LLC
✚
|
RI | 107.6 M |
|
Soulence Wealth Management II LLC
✚
|
UT | 107.5 M |
|
Sherpa Capital Management LLC
✚
|
107.5 M | |
|
Idle Hill Advisors LLC
✚
|
SC | 107.5 M |