Castle Asset Management, LLC
Castle Asset Management, LLC (CRD# 131910) is a financial advisory firm headquartered in Hauppauge, NY. They manage $166,004,599 in 596 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management166MILLION
Total Number of Accounts596ACCOUNTS
Average Account Value$278,531
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CT, FL, NH, NJ, NY, TX
John Caffrey (CRD# 1170527) is an Investment Advisor Representative working at Castle Asset Management, LLC in Hauppauge, NY and has over 25 years of experience in the finance industry. John Caffrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.