Overview
Assets Under Management: $262 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 53
Average Client Assets: $4.0 million
Frequently Asked Questions
CASTLE INVESTMENT ADVISORY, LLC 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 #148569), CASTLE INVESTMENT ADVISORY, LLC is subject to fiduciary duty under federal law.
CASTLE INVESTMENT ADVISORY, LLC is headquartered in INDIANAPOLIS, IN.
CASTLE INVESTMENT ADVISORY, LLC serves 53 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, CASTLE INVESTMENT ADVISORY, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CASTLE INVESTMENT ADVISORY, LLC manages $262 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, CASTLE INVESTMENT ADVISORY, LLC 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 53
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.52%
Average Client Assets: $4.0 million
Total Client Accounts: 576
Discretionary Accounts: 507
Non-Discretionary Accounts: 69
Regulatory Filings
CRD Number: 148569
Filing ID: 1181446
Last Filing Date: 2018-03-07 18:33:00