Castle Investment Management, LLC

Castle Investment Management, LLC (CRD# 153464) is a financial advisory firm headquartered in Alexandria, VA. They manage $33,667,947 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
277 S. Washington Street, Suite 210, Alexandria, VA 22314
http://www.castleim.com
By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $33,667,947
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Castle Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Welle, financial advisor Alexandria VA
Andrew J. Welle
CRD#: 2335729
277 S. Washington Street, Suite 210, Alexandria, VA 22314

Andrew Welle (CRD# 2335729) is an Investment Advisor Representative working at Castle Investment Management, LLC in Alexandria, VA and has over 30 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals