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Building 2CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

Map pinHAZLET, NJ
Phone732-888-4994
NotebookSEC #801-56632
Total AUM
$77.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2899 STATE HIGHWAY 35
HAZLET
NJ 07730-1549
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
732-888-4994

ReceiptFinancials

Total AUM
$77.5M
Accounts
359
Discretionary
$77.5M
Accounts
359
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

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

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