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Caeli Andrews

CASTLE INVESTMENT MANAGEMENT, LLC·ALEXANDRIA, Virginia
Unclaimed Profile
277 S. WASHINGTON STREET, ALEXANDRIA, VA 22314CRD# 4056631Firm CRD# 153464
01

About

Caeli Andrews 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# 4056631
Firm CRD# 153464
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Caeli Andrews offer?
Caeli Andrews specializes in Investment Management, Fee-Only Advisory. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Caeli Andrews's credentials?
Caeli Andrews is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Caeli Andrews located?
Caeli Andrews 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 Caeli Andrews charge for services?
Caeli Andrews'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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