|
⚲
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| Costello Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 175295 |
| SEC # | 801-122006 |
| CIK # | |
| AUM | $115.7 MM (2023-03-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 847-508-6999 |
| Address | 61115 Minaret Circle Bend, OR 97702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 26.1 |
| (b) Individuals (high net worth individuals) | 37 | 75.9 |
| (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 | 4 | 12.1 |
| (h) Charitable organizations | 1 | 1.5 |
| (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 | 392 | 115.7 |
| By Discretionary | ||
| Discretionary | 324 | 90.9 |
| Non-Discretionary | 68 | 24.8 |
| Total | 392 | 115.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 115.7 | |
| Total | 392 | 115.7 |
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|---|---|---|
|
Maclendon Wealth Management LLC
✚
|
FL | 0.1 |
|
Dempsey Investment Management LLC
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|
VT | 0.1 |
|
Pruneyard Financial Group Inc
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CA | 0.1 |
|
Painter Smith and Amberg Inc
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CA | 0.1 |
|
Sea Hunter Capital LLC
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FL | 0.1 |
|
Three Points Financial Inc
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CO | 0.1 |
|
Reyes Financial Architecture Inc
✚
|
CA | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Adare Asset Management LLC
✚
|
PA | 0.1 |
|
CQ Wealth Advisors Inc
✚
|
CA | 0.1 |