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Andrew Joseph Welle

CASTLE INVESTMENT MANAGEMENT, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
277 S. WASHINGTON STREET, ALEXANDRIA, VA 22314CRD# 2335729Firm CRD# 153464
01

About

Andrew Joseph Welle is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with CASTLE INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
CASTLE INVESTMENT MANAGEMENT, LLC
CASTLE INVESTMENT MANAGEMENT, LLC
AUM
$34M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CASTLE INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2335729
Firm CRD# 153464
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Joseph Welle offer?
Andrew Joseph Welle specializes in Investment Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Andrew Joseph Welle's credentials?
Andrew Joseph Welle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Joseph Welle located?
Andrew Joseph Welle is based in ALEXANDRIA, Virginia, working with CASTLE INVESTMENT MANAGEMENT, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Andrew Joseph Welle charge for services?
Andrew Joseph Welle'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 CASTLE INVESTMENT MANAGEMENT, LLC?
CASTLE INVESTMENT MANAGEMENT, LLC has approximately 2 employees and manages $34M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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