CASTLE CREEK PARTNERS, LLC

CHICAGO, Illinois·3 registered advisors·CRD# 161979

SEC# 802-767780312-692-5000

01

Firm Overview

AUM

$89M

Regulatory assets under management

Employees

—

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Pension consulting

Compensation

Percentage of AUM

Performance-based fees

03

Specialties

Retirement Planning

04

Advisors at CASTLE CREEK PARTNERS, LLC

3 registered advisors

Daniel Bruce Asher

CHICAGO, Illinois

Fred Owen Goldman

CHICAGO, Illinois

William James Shimanek

CHICAGO, Illinois

05

Office Locations

CHICAGO, Illinois

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Data sourced from SEC Form ADV filings. CASTLE CREEK PARTNERS, LLC (CRD# 161979) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.