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CASTLEKEEP INVESTMENT ADVISORS
Tel: 203.682.7200
257 Riverside Avenue 2nd Floor
Westport, Connecticut 06880-4822
CASTLEKEEP INVESTMENT ADVISORS
CASTLEKEEP INVESTMENT ADVISORS is a Westport, Connecticut based financial advisory firm with nearly $762,424,454 in assets under management and provides investment advisory services for 440 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters
Fee Structure:
A percentage of AUM, Hourly charges
Firm CRD#:
111656
SEC#:
801-60338
No. of Clients:
440
Assets under Management
$762,424,454
No. of Advisors:
7
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