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Castle Financial & Retirement Planning Associates Inc

● SEC registered since 2014CRD 107865SEC# 801-79218Fair Haven, NJ
Export (members)
Reg. AUM
$105.2M
Employees
6
Accounts
373
Location
Fair Haven, NJ

Castle Financial & Retirement Planning Associates Inc assets under management

Castle Financial & Retirement Planning Associates Inc is an investment advisory firm registered with the SEC based in Fair Haven, NJ. The firm has been registered since 2014. It reports $105.2 million in regulatory assets under management and employs 6 people.
www.castlefinancial.comView on SEC.gov ↗

Castle Financial & Retirement Planning Associates Inc owners & executives

1 reported
NameTitleOwnershipSince
Alphonse Albert Procaccino ControlPresident, Ceo & Chief Compliance OfficerOver 75%1992

Frequently asked questions

How much does Castle Financial & Retirement Planning Associates Inc manage?

Castle Financial & Retirement Planning Associates Inc reports $105.2 million in regulatory assets under management on its Form ADV.

How many employees does Castle Financial & Retirement Planning Associates Inc have?

Castle Financial & Retirement Planning Associates Inc reports 6 employees.

Where is Castle Financial & Retirement Planning Associates Inc located?

Castle Financial & Retirement Planning Associates Inc is based in Fair Haven, NJ and has been SEC-registered since 2014.

Does Castle Financial & Retirement Planning Associates Inc disclose fund performance?

Castle Financial & Retirement Planning Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address740 River Road, Suite 208 & 209, Fair Haven, NJ 07704
Phone732-888-4994
Fax732-888-8312
Office hours9:00 a.m. To 4:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1650259
Discloses disciplinary historyNo

Assets under management

Discretionary$105M
Non-discretionary$178K
Total (RAUM)$105.2M