Costello Asset Management, Inc.

Costello Asset Management, Inc. (CRD# 123249) is a financial advisory firm headquartered in Feasterville-Trevose, PA. They manage $212,886,502 in 690 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1234 Bridgetown Pike Suite 210, Feasterville-Trevose, PA 19053
http://costelloassetmanagement.com
By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    690
    ACCOUNTS
  • Average Account Value
    $308,531
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, NJ, PA

Financial Advisors at Costello Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Robert Costello, financial advisor Huntingdon Valley PA
Robert F. Costello
CRD#: 2145188
Huntingdon Valley, PA

Robert Costello (CRD# 2145188) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Huntingdon Valley, PA and has over 29 years of experience in the finance industry.

2
Patrick Sewards, financial advisor Feasterville-Trevose PA
Patrick T. Sewards
CRD#: 5060821
1234 Bridgetown Pike Suite 210, Feasterville-Trevose, PA 19053

Patrick Sewards (CRD# 5060821) is an Investment Advisor Representative working at Costello Asset Management, Inc. in Feasterville-Trevose, PA and has over 18 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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