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

Building 2CASTLE ADVISORY GROUP, L.L.C.

Map pinFISHERS, IN
Phone(317) 436-7192
NotebookSEC #801-60332
Total AUM
$11.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11988 FISHERS CROSSING DRIVE
SUITE 200
FISHERS
IN 46038
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
(317) 436-7192

ReceiptFinancials

Total AUM
$11.6M
Accounts
38
Discretionary
$11.6M
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account