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CASTLEARK MANAGEMENT LLC
1 N. Wacker Drive, Suite 3950
Chicago, Illinois 60606
Tel: 312-456-9682
About CASTLEARK MANAGEMENT LLC
CASTLEARK MANAGEMENT LLC, formally registered with the SEC as CASTLEARK MANAGEMENT LLC. The firm was established in 02/04/1999. They have over 1 offices throughout the country.
CASTLEARK MANAGEMENT LLC is a Chicago, Illinois based Financial Planning firm with nearly $3,059,938,100 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 109587 |
| SEC# | 801-56239 |
| Assets Managed by Firm | $3,059,938,100 |
| No. of Clients | 60 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $3,059,938,100 |
| High net worth individuals | 46 | $53,799,800 |
| Pension and profit sharing plans | 4 | $496,092,550 |
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