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Building 2NORTH CASTLE ADVISORS, LLC

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Phone914-273-6565
NotebookSEC #801-74556
Total AUM
$52.9M
Employees
1
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
914-273-6565

ReceiptFinancials

Total AUM
$52.9M
Accounts
83
Discretionary
$23.3M
Accounts
63
Non-Discretionary
$29.6M
Accounts
20

ContactClients

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Individual Clients
8
AUM
$1.1M
HNW Individual Clients
24
AUM
$49.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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