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CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
FAIR HAVEN, New Jersey
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1 registered advisor
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CRD# 107865
SEC# 801-79218
3
732-888-4994
01
Firm Overview
AUM
$97M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
1 registered advisor
Alphonse Albert Procaccino
FAIR HAVEN, New Jersey
CRD# 715731
05
Office Locations
FAIR HAVEN, New Jersey
1 advisor
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Data sourced from SEC Form ADV filings. CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC (CRD# 107865) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.