Costello Asset Management, Inc.

Costello Asset Management, Inc. (CRD# 123249) is a financial advisory firm headquartered in Feasterville-Trevose, PA. They manage $125,787,819 in 553 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    553
    ACCOUNTS
  • Average Account Value
    $227,464
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

DE, FL, NJ, PA, TX

Financial Advisors at Costello Asset Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Fern G. Berger
CRD#: 1001243
1234 Bridgetown Pike Suite 210, Feasterville-Trevose, PA 19053
93
Wealthminder
score

Fern Berger (CRD# 1001243) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 36 years of experience in the finance industry.

2
Robert F. Costello
CRD#: 2145188
Huntingdon Valley, PA
93
Wealthminder
score

Robert Costello (CRD# 2145188) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Huntingdon Valley, PA and has over 24 years of experience in the finance industry.

3
Mitchell B. Pinheiro
CRD#: 1262698
1234 Bridgetown Pike Suite 210, Feasterville-Trevose, PA 19053
93
Wealthminder
score

Mitchell Pinheiro (CRD# 1262698) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 33 years of experience in the finance industry.

4
Charles J. Quattrone
CRD#: 1776639
Bensalem, PA
93
Wealthminder
score

Charles Quattrone (CRD# 1776639) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Bensalem, PA and has over 28 years of experience in the finance industry.

5
Marvin B. Roffman
CRD#: 402607
Rehoboth Beach, DE
87
Wealthminder
score

Marvin Roffman (CRD# 402607) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Rehoboth Beach, DE and has 1 year of experience in the finance industry.

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