CASTLE ASSET MANAGEMENT, LLC

Overview

Castle Asset Management, LLC is an independent, individually owned registered investment adviser serving mainly individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with insurance brokerage services. Fee arrangements are flexible: the adviser charges a percentage of assets under management and also uses hourly, fixed-fee, and commission billing depending on the engagement. Castle does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives