Castlekeep Investment Advisors
Castlekeep Investment Advisors (CRD# 111656) is a financial advisory firm headquartered in Westport, CT. They manage $768,738,029 in 181 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management769MILLION
Total Number of Accounts181ACCOUNTS
Average Account Value$4,247,171
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CT, DE, NY
Stephen Haberstroh (CRD# 4853300) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 13 years of experience in the finance industry.
Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 5 years of experience in the finance industry.