Costello Asset Management, Inc.
Costello Asset Management, Inc. (CRD# 123249) is a financial advisory firm headquartered in Feasterville-Trevose, PA. They manage $212,886,502 in 690 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management213MILLION
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Total Number of Accounts690ACCOUNTS
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Average Account Value$308,531
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, NJ, PA
Financial Advisors at Costello Asset Management, Inc.
1
Robert Costello (CRD# 2145188) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Huntingdon Valley, PA and has over 30 years of experience in the finance industry.
2
Patrick Sewards (CRD# 5060821) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 18 years of experience in the finance industry.
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