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Castle Investment Management, LLC

CRD 153464SEC# 801-71363Alexandria, VA
Export (members)
No longer SEC-registered. Castle Investment Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$32.1M
Employees
2
Accounts
1
Location
Alexandria, VA

Castle Investment Management, LLC assets under management

Castle Investment Management, LLC is an SEC-registered investment adviser based in Alexandria, VA. It reports $32.1 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Castle Investment Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Andrew Joseph Welle ControlManaging Member50-75%2010
Caeli Andrews ControlManaging Member50-75%2010
Kyle Roger Bubeck ControlChief Compliance OfficerUnder 5%2012

Frequently asked questions

How much does Castle Investment Management, LLC manage?

Castle Investment Management, LLC reports $32.1 million in regulatory assets under management on its Form ADV.

How many employees does Castle Investment Management, LLC have?

Castle Investment Management, LLC reports 2 employees.

Where is Castle Investment Management, LLC located?

Castle Investment Management, LLC is based in Alexandria, VA.

Does Castle Investment Management, LLC disclose fund performance?

Castle Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address277 S. Washington Street, Suite 210, #11161, Alexandria, VA 22314
Office hours8:30a.m. To 5:00p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$32.1M
Non-discretionary$0
Total (RAUM)$32.1M