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Building 2CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

Map pinFAIR HAVEN, NJ
Phone732-888-4994
NotebookSEC #801-79218
Total AUM
$107.9M
Employees
6
Clients
147

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
740 RIVER ROAD
SUITE 208 & 209
FAIR HAVEN
NJ 07704
United States
Operating Hours
9:00 AM TO 4:00 PM
Monday - Friday
Phone
732-888-4994
Other Offices
3

ReceiptFinancials

Total AUM
$107.9M
Accounts
366
Discretionary
$107.9M
Accounts
366
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$45M
HNW Individual Clients
33
AUM
$62.5M
Pension/Profit Sharing Plan Clients
1
AUM
$505.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNCNJNYSCTX

HandshakeAffiliates

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

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