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Building 2CASTLE INVESTMENT ADVISORY, LLC

Map pinINDIANAPOLIS, IN
Phone317-849-9559
NotebookSEC #801-70765
Total AUM
$333.7M
Employees
12
Clients
285

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9820 WESTPOINT DRIVE
SUITE 100
INDIANAPOLIS
IN 46256
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
317-849-9559

ReceiptFinancials

Total AUM
$333.7M
Accounts
702
Discretionary
$313.6M
Accounts
596
Non-Discretionary
$20M
Accounts
106

ContactClients

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Individual Clients
220
AUM
$68M
HNW Individual Clients
65
AUM
$265.7M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/Suspension
State Registrations
AZCAFLILINLAMINENVOHTXWI

HandshakeAffiliates

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

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