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Costello Financial Planning, Inc.

● SEC registered since 2021CRD 175295SEC# 801-122006
Export (members)
Reg. AUM
$168.1M
Employees
2
Accounts
575
Location
—

Costello Financial Planning, Inc. assets under management

Costello Financial Planning, Inc. is a registered investment adviser overseen by the SEC. The firm has been registered since 2021. It reports $168.1 million in regulatory assets under management and employs 2 people.
www.costellofinancialplanning.comView on SEC.gov ↗

Costello Financial Planning, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Paul Desmond CostelloChief Compliance Officer, Partner25-50%2019
Robert Francis Costello ControlPrincipal50-75%2015

Frequently asked questions

How much does Costello Financial Planning, Inc. manage?

Costello Financial Planning, Inc. reports $168.1 million in regulatory assets under management on its Form ADV.

How many employees does Costello Financial Planning, Inc. have?

Costello Financial Planning, Inc. reports 2 employees.

Does Costello Financial Planning, Inc. disclose fund performance?

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

Contact & registration

Phone847-894-2067
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$144.1M
Non-discretionary$24.1M
Total (RAUM)$168.1M