CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
SEC Form ADV profile.
Total regulatory AUM
$107,946,217
Discretionary
$107,946,217
Non-discretionary
$0
Firm details
- CRD number
- 107865
- SEC file number
- 801-79218
- Main office
- FAIR HAVEN, NJ, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.CASTLEFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.