Unclaimed Profile

Joseph M Hagan

CASTLEARK MANAGEMENT LLC·CHICAGO, Illinois

Clean recordCASTLEARK MANAGEMENT LLC

1 N. WACKER DRIVE, SUITE 3950, CHICAGO, IL 60606CRD# 7092145Firm CRD# 109587

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Joseph M Hagan · CHICAGO, IL

Registration

CRD #7092145 · CASTLEARK MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joseph M Hagan is a registered financial advisor based in CHICAGO, Illinois, affiliated with CASTLEARK MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CASTLEARK MANAGEMENT LLC

AUM

$3.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CASTLEARK MANAGEMENT LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 7092145

Firm CRD# 109587

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joseph M Hagan offer?

Joseph M Hagan specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Joseph M Hagan's credentials?

Joseph M Hagan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joseph M Hagan located?

Joseph M Hagan is based in CHICAGO, Illinois, working with CASTLEARK MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Joseph M Hagan charge for services?

Joseph M Hagan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CASTLEARK MANAGEMENT LLC?

CASTLEARK MANAGEMENT LLC has approximately 30 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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