CASTLE ASSET MANAGEMENT, LLC

HAUPPAUGE, New York·1 registered advisor·CRD# 131910
SEC# 801-663170631-952-3700
01

Firm Overview

AUM
$335M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at CASTLE ASSET MANAGEMENT, LLC

1 registered advisor
John David Caffrey
HAUPPAUGE, New York
05

Office Locations

HAUPPAUGE, New York
1 advisor

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Data sourced from SEC Form ADV filings. CASTLE ASSET MANAGEMENT, LLC (CRD# 131910) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.