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CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Tel: 732-888-4994
740 River Road Suite 208 & 209
Fair Haven, New Jersey 07704
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC is a Fair Haven, New Jersey based financial advisory firm with nearly $96,597,545 in assets under management and provides investment advisory services for 346 clients. There are currently 5 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 , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
107865
SEC#:
801-79218
No. of Clients:
346
Assets under Management
$96,597,545
No. of Advisors:
5
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