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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Castlekeep Investment Advisors LLC
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| CRD # | 111656 |
| SEC # | 801-60338 |
| CIK # | 1404780 |
| AUM | $591.4 MM (20% Disc, 9% US, 2020-03-30) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 203-682-7200 |
| Address | 257 Riverside Avenue Westport, CT 06880-4822 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Starfire Investment Advisers Inc
✚
|
MI | 0.6 |
|
Hooker & Holcombe Investment Advisors Inc
✚
|
CT | 0.6 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.6 |
|
Girard Securities Inc
✚
|
CA | 0.6 |
|
SRS Capital Advisors Inc
✚
|
CO | 0.6 |
|
First Indian Bank FSB
✚
|
IN | 0.6 |
|
Portland Global Advisors LLC
✚
|
ME | 0.6 |
|
Chase Securities Inc
✚
|
NY | 0.6 |
|
JBJ Investment Partners LLC
✚
|
SC | 0.6 |
|
ERN Financial LLC
✚
|
WI | 0.6 |