CASTLEKEEP INVESTMENT ADVISORS LLC

CASTLEKEEP INVESTMENT ADVISORS
WESTPORT, Connecticut·6 registered advisors·CRD# 111656
SEC# 801-603380203.682.7200
01

Firm Overview

AUM
$762M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CASTLEKEEP INVESTMENT ADVISORS LLC

6 registered advisors
Charles Clark Kelakos Haberstroh
WESTPORT, Connecticut
Charles Wesley Kelakos Haberstroh
WESTPORT, Connecticut
Lauren Michele Quesada
WESTPORT, Connecticut
Marina Rosenkrantz
WESTPORT, Connecticut
Nancy Schuman Perrin
WESTPORT, Connecticut
Stephen Braden Kelakos Haberstroh
WESTPORT, Connecticut
05

Office Locations

WESTPORT, Connecticut
6 advisors

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Data sourced from SEC Form ADV filings. CASTLEKEEP INVESTMENT ADVISORS LLC (CRD# 111656) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.