Castlestone Management LLC

Castlestone Management LLC (CRD# 170379) is a financial advisory firm headquartered in Ridgewood, NJ. They manage $41,000,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

143 East Ridgewood Ave, Box 510, Ridgewood, NJ 07450

http://www.castlestonemanagement.com

By the Numbers

Total Assets Under Management

41

MILLION
Total Number of Accounts

3

ACCOUNTS
Average Account Value

$13,666,667

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for pooled investment vehicles (other than investment companies)
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Castlestone Management LLC

Showing 1 - 2 of 2 top financial advisors.

Peter M. Conniff

CRD#: 1917676

143 East Ridgewood Ave, Box 510, Ridgewood, NJ 07450

Peter Conniff (CRD# 1917676) is an Investment Advisor Representative working at Castlestone Management LLC in Ridgewood, NJ and has over 35 years of experience in the finance industry.

Angus S. Murray

CRD#: 2340888

143 East Ridgewood Ave, Box 510, Ridgewood, NJ 07450

Angus Murray (CRD# 2340888) is an Investment Advisor Representative working at Castlestone Management LLC in Ridgewood, NJ and has over 26 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.

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