Be advised. This firm is no longer registered.

Castle Asset Management, LLC

Castle Asset Management, LLC (CRD# 131910) is a financial advisory firm headquartered in Hauppauge, NY. They manage $334,567,453 in 735 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
145 Marcus Blvd., Suite 1, Hauppauge, NY 11788
https://www.linkedin.com/in/johncaffrey/
By the Numbers
  • Total Assets Under Management
    335
    MILLION
  • Total Number of Accounts
    735
    ACCOUNTS
  • Average Account Value
    $455,194
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NC, NH, NJ, NY, OH, PA, SC, TX

Financial Advisors at Castle Asset Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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