Castlestone Management LLC

Castlestone Management LLC (CRD# 170379) is a financial advisory firm headquartered in Jersey City, NJ. They manage $40,000,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $8,000,000
Compensation Options
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Other
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.

NJ

Financial Advisors at Castlestone Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Peter M. Conniff
CRD#: 1917676
Harborside 5, 185 Hudson St, Suite 2544, 25th Floor, Jersey City, NJ 07311
93
Wealthminder
score

Peter Conniff (CRD# 1917676) is an Investment Advisor Representative working at Castlestone Management LLC in Jersey City, NJ and has over 29 years of experience in the finance industry.

2
Adam J. Walker
CRD#: 6453447
Burlington,
90
Wealthminder
score

Adam Walker (CRD# 6453447) is an Investment Advisor Representative working at Castlestone Management LLC in Burlington, and has over 3 years of experience in the finance industry.

3
Angus S. Murray
CRD#: 2340888
Mittagong, New South Wales,
68
Wealthminder
score

Angus Murray (CRD# 2340888) is an Investment Advisor Representative working at Castlestone Management LLC in Mittagong, New South Wales, and has over 20 years of experience in the finance industry.

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