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Anna Marie Siegmann

COSTELLO ASSET MANAGEMENT, INC.·FEASTERVILLE, Pennsylvania
Clean recordCOSTELLO ASSET MANAGEMENT, INC.
1234 BRIDGETOWN PIKE SUITE 210, FEASTERVILLE, PA 19053CRD# 4596840Firm CRD# 123249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anna Marie Siegmann · FEASTERVILLE, PA
Registration
CRD #4596840 · COSTELLO ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anna Marie Siegmann is a registered financial advisor based in FEASTERVILLE, Pennsylvania, affiliated with COSTELLO ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
COSTELLO ASSET MANAGEMENT, INC.
COSTELLO ASSET MANAGEMENT, INC.
AUM
$213M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at COSTELLO ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4596840
Firm CRD# 123249
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anna Marie Siegmann offer?
Anna Marie Siegmann specializes in Investment Management. Contact their office in FEASTERVILLE, Pennsylvania for a consultation.
What are Anna Marie Siegmann's credentials?
Anna Marie Siegmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Marie Siegmann located?
Anna Marie Siegmann is based in FEASTERVILLE, Pennsylvania, working with COSTELLO ASSET MANAGEMENT, INC.. Their office serves clients in the FEASTERVILLE metropolitan area and surrounding communities.
How does Anna Marie Siegmann charge for services?
Anna Marie Siegmann's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COSTELLO ASSET MANAGEMENT, INC.?
COSTELLO ASSET MANAGEMENT, INC. has approximately 3 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at COSTELLO ASSET MANAGEMENT, INC.

Linda Marie Costello
FEASTERVILLE, PA
Robert Francis Costello
FEASTERVILLE, PA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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