CASTLE INVESTMENT MANAGEMENT, LLC

ALEXANDRIA, Virginia·2 registered advisors·CRD# 153464
SEC# 801-713630703-260-1921
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at CASTLE INVESTMENT MANAGEMENT, LLC

2 registered advisors
Andrew Joseph Welle
ALEXANDRIA, Virginia
Caeli Andrews
ALEXANDRIA, Virginia
05

Office Locations

ALEXANDRIA, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. CASTLE INVESTMENT MANAGEMENT, LLC (CRD# 153464) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.