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Alphonse Albert Procaccino

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC·FAIR HAVEN, New Jersey
Clean recordCASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
740 RIVER ROAD, FAIR HAVEN, NJ 07704CRD# 715731Firm CRD# 107865

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alphonse Albert Procaccino · FAIR HAVEN, NJ
Registration
CRD #715731 · CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Alphonse Albert Procaccino is a registered financial advisor based in FAIR HAVEN, New Jersey, affiliated with CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
AUM
$97M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 715731
Firm CRD# 107865
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alphonse Albert Procaccino offer?
Alphonse Albert Procaccino specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIR HAVEN, New Jersey for a consultation.
What are Alphonse Albert Procaccino's credentials?
Alphonse Albert Procaccino is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alphonse Albert Procaccino located?
Alphonse Albert Procaccino is based in FAIR HAVEN, New Jersey, working with CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC. Their office serves clients in the FAIR HAVEN metropolitan area and surrounding communities.
How does Alphonse Albert Procaccino charge for services?
Alphonse Albert Procaccino's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC?
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC has approximately 5 employees and manages $97M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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