CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
  • CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
  • CASTLE FINANCIAL

Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 02/19/2014
Other registrations (5)
ADV Location FAIR HAVEN, NJ, United States
Contact Info 732 xxxxxxx
Websites
AUM* 107,946,217 12%
of that, discretionary 107,946,217 12%
Number of Employees 6 20%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 294,935 6%
% High Net Worth 22.30% 25%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

109M 93M 78M 62M 47M 31M 16M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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