Castle Investment Advisory LLC


Assets, Funds, Holdings

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Castle Investment Advisory LLC
CRD #148569
SEC #801-70765
AUM $295.0 MM (95% Disc, 100% US, 2020-03-10)
Employees15 (47% Investors, 0% Brokers)
Address9820 Westpoint Drive
Indianapolis, IN 46256
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
JP Wealth Management Inc
SC 0.3
Innealta Porfolio Advisors LLC
VA 0.3
Trinity Financial Partners II LLC
PA 0.3
Maxim Financial Advisors LLC
NY 0.3
Branson Fowlkes & Co Inc
TX 0.3
Maximai Investment Partners LLC
FL 0.3
Vintage West Capital Management LLC
CA 0.3
Kercheville Advisors LLC
TX 0.3
Kestrel Partners LLP
Woodlands Asset Management Inc
TX 0.3
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