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Home > Retirement Planners > pennsylvania > feasterville > COSTELLO ASSET MANAGEMENT, INC.
COSTELLO ASSET MANAGEMENT, INC.
1234 Bridgetown Pike Suite 210
Feasterville, Pennsylvania 19053
Tel: 215 856 9290
About COSTELLO ASSET MANAGEMENT, INC.
COSTELLO ASSET MANAGEMENT, INC, formally registered with the SEC as COSTELLO ASSET MANAGEMENT, INC. The firm was established in 11/16/2015. They have over 1 offices throughout the country.
COSTELLO ASSET MANAGEMENT, INC. is a Feasterville, Pennsylvania based Financial Planning firm with nearly $347,873,475 assets under management, offering retirement planning & investment advisory services to 965 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123249 |
| SEC# | 801-106905 |
| Assets Managed by Firm | $347,873,475 |
| No. of Clients | 965 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 965 | $347,873,475 |
| Individuals (other than high net worth individuals) | 292 | $85,075,750 |
| High net worth individuals | 80 | $220,978,503 |
| Charitable organizations | 4 | $7,181,339 |
| Corporations or other businesses | 11 | $8,861,397 |
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