Castle Investment Advisory LLC

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Castle Investment Advisory LLC
CRD #148569
SEC #801-70765
CIK #
AUM $295.0 MM (95% Disc, 100% US, 2020-03-10)
Employees15 (47% Investors, 0% Brokers)
Phone317-849-9559
Address9820 Westpoint Drive
Indianapolis, IN 46256
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
3002401801206002007201120162021
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SC 0.3
Innealta Porfolio Advisors LLC
VA 0.3
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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
0.3
Woodlands Asset Management Inc
TX 0.3
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