CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

740 River Road
Suite 208 & 209
Fair Haven, New Jersey 07704
Tel: 732-888-4994

About CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC, formally registered with the SEC as CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC. The firm was established in 02/19/2014. They have over 4 offices throughout the country.

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC is a Fair Haven, New Jersey based Financial Planning firm with nearly $96,597,545 assets under management, offering retirement planning & investment advisory services to 346 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107865
SEC#	801-79218
Assets Managed by Firm	$96,597,545
No. of Clients	346
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	346	$96,597,545
Individuals (other than high net worth individuals)	120	$43,912,777
High net worth individuals	26	$52,684,768

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