Castle Asset Management, LLC

Castle Asset Management, LLC (CRD# 117521) is a financial advisory firm headquartered in North Hampton, NH. They manage $2,745,484 in 20 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $137,274
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Castle Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barry J. Dyke
CRD#: 1112769
64 Lafayette Rd, Suite 8, North Hampton, NH 03862

Barry Dyke (CRD# 1112769) is an Investment Advisor Representative working at Castle Asset Management, LLC in North Hampton, NH and has over 24 years of experience in the finance industry.

2
Tracy E. Middleton
CRD#: 707193
64 Lafayette Rd, Suite 8, North Hampton, NH 03862

Tracy Middleton (CRD# 707193) is an Investment Advisor Representative working at Castle Asset Management, LLC in North Hampton, NH and has over 37 years of experience in the finance industry.

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