Castle Investment Management, LLC

Castle Investment Management, LLC (CRD# 153464) is a financial advisory firm headquartered in Alexandria, VA. They manage $105,534,422 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    106
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $52,767,211
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 J. Welle
CRD#: 2335729
277 S. Washington Street, Suite 335, Alexandria, VA 22314

Andrew Welle (CRD# 2335729) is an Investment Advisor Representative working at Castle Investment Management, LLC in Alexandria, VA and has over 28 years of experience in the finance industry.

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