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Costello Asset Management, Inc.

● SEC registered since 2015CRD 123249SEC# 801-106905Feasterville, PA
Export (members)
Reg. AUM
$347.9M
Employees
4
Accounts
965
Location
Feasterville, PA

Costello Asset Management, Inc. assets under management

Costello Asset Management, Inc. is an investment advisory firm registered with the SEC based in Feasterville, PA. The firm has been registered since 2015. It reports $347.9 million in regulatory assets under management and employs 4 people.
costelloassetmanagement.comView on SEC.gov ↗

Costello Asset Management, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Linda Marie CostelloSecretary & TreasurerUnder 5%2006
Robert Francis Costello ControlPresident, Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Costello Asset Management, Inc. manage?

Costello Asset Management, Inc. reports $347.9 million in regulatory assets under management on its Form ADV.

How many employees does Costello Asset Management, Inc. have?

Costello Asset Management, Inc. reports 4 employees.

Where is Costello Asset Management, Inc. located?

Costello Asset Management, Inc. is based in Feasterville, PA and has been SEC-registered since 2015.

Does Costello Asset Management, Inc. disclose fund performance?

Costello Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1234 Bridgetown Pike Suite 210, Feasterville, PA 19053
Phone215 856 9290
Office hours9:00 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$347.9M
Non-discretionary$0
Total (RAUM)$347.9M