CASTLE INVESTMENT MANAGEMENT, LLC

277 S. Washington Street
Suite 210
Alexandria, Virginia 22314
Tel: 703-260-1921

About CASTLE INVESTMENT MANAGEMENT, LLC

CASTLE INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as CASTLE INVESTMENT MANAGEMENT, LLC. The firm was established in 05/20/2010. They have over 1 offices throughout the country.

CASTLE INVESTMENT MANAGEMENT, LLC is a Alexandria, Virginia based Financial Planning firm with nearly $33,667,947 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	153464
SEC#	801-71363
Assets Managed by Firm	$33,667,947
No. of Clients	1
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for investment companies

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$33,667,947

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