Castle Financial & Retirement Planning Associates Inc.
Castle Financial & Retirement Planning Associates Inc. (CRD# 107865) is a financial advisory firm headquartered in Fair Haven, NJ. They manage $96,597,545 in 346 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Castle Financial & Retirement Planning Associates Inc.
By the Numbers
-
Total Assets Under Management97MILLION
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Total Number of Accounts346ACCOUNTS
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Average Account Value$279,184
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY, TX
Financial Advisors at Castle Financial & Retirement Planning Associates Inc.
1
Alphonse Procaccino (CRD# 715731) is an Investment Advisor Representative working at Castle Financial & Retirement Planning Associates Inc. in Fair Haven, NJ and has over 42 years of experience in the finance industry.
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