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Building 2CASTLEKEEP INVESTMENT ADVISORS

Map pinWESTPORT, CT
Phone203.682.7200
NotebookSEC #801-60338
Total AUM
$920.8M
Employees
5
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
257 RIVERSIDE AVENUE
2ND FLOOR
WESTPORT
CT 06880-4822
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
203.682.7200

ReceiptFinancials

Total AUM
$920.8M
Accounts
464
Discretionary
$327.9M
Accounts
399
Non-Discretionary
$592.9M
Accounts
65

ContactClients

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Individual Clients
50
AUM
$18.6M
HNW Individual Clients
66
AUM
$433.4M
Charitable Organization Clients
1
AUM
$1.7M
Corporation or Business Clients
32
AUM
$467M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDEFLILNJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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