Overview
Assets Under Management: $108 million
Headquarters: FAIR HAVEN, NJ
High-Net-Worth Clients: 33
Average Client Assets: $1.9 million
Frequently Asked Questions
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107865), CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC is subject to fiduciary duty under federal law.
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC is headquartered in FAIR HAVEN, NJ.
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC serves 33 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC manages $108 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.88%
Average Client Assets: $1.9 million
Total Client Accounts: 366
Discretionary Accounts: 366
Regulatory Filings
CRD Number: 107865
Filing ID: 2089346
Last Filing Date: 2026-03-31 13:51:55