1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COSTELLO ASSET MANAGEMENT, INC.

Map pinFEASTERVILLE, PA
Phone215 856 9290
NotebookSEC #801-106905
Total AUM
$388.5M
Employees
3
Clients
390

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1234 BRIDGETOWN PIKE SUITE 210
FEASTERVILLE
PA 19053
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
215 856 9290

ReceiptFinancials

Total AUM
$388.5M
Accounts
988
Discretionary
$388.5M
Accounts
988
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
275
AUM
$89M
HNW Individual Clients
81
AUM
$257.1M
Charitable Organization Clients
3
AUM
$6.7M
Corporation or Business Clients
5
AUM
$3M
Other Clients
26
AUM
$32.7M
Description of Other Clients
TRUSTS

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLNHNJNYPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account