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Building 2CASTLE ASSET MANAGEMENT, LLC

Map pinHAUPPAUGE, NY
Phone631-952-3700
NotebookSEC #801-66317
Total AUM
$334.6M
Employees
3
Clients
384

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 MARCUS BLVD.
SUITE 1
HAUPPAUGE
NY 11788
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
631-952-3700

ReceiptFinancials

Total AUM
$334.6M
Accounts
735
Discretionary
$334.6M
Accounts
735
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
289
AUM
$93.4M
HNW Individual Clients
69
AUM
$210.8M
Pension/Profit Sharing Plan Clients
25
AUM
$29M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNCNHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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