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Home > Retirement Planners > connecticut > westport > CASTLEKEEP INVESTMENT ADVISORS
CASTLEKEEP INVESTMENT ADVISORS
257 Riverside Avenue
2nd Floor
Westport, Connecticut 06880-4822
Tel: 203.682.7200
About CASTLEKEEP INVESTMENT ADVISORS
CASTLEKEEP INVESTMENT ADVISORS, formally registered with the SEC as CASTLEKEEP INVESTMENT ADVISORS. The firm was established in 06/12/2001. They have over 1 offices throughout the country.
CASTLEKEEP INVESTMENT ADVISORS is a Westport, Connecticut based Financial Planning firm with nearly $762,424,454 assets under management, offering retirement planning & investment advisory services to 440 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111656 |
| SEC# | 801-60338 |
| Assets Managed by Firm | $762,424,454 |
| No. of Clients | 440 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 440 | $762,424,454 |
| Individuals (other than high net worth individuals) | 51 | $16,282,236 |
| High net worth individuals | 71 | $184,319,849 |
| Charitable organizations | Fewer than 5 clients | $368,901 |
| Corporations or other businesses | 37 | $561,453,468 |
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|---|---|---|---|
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| $107,251,821,000 | 4 | 524 |
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