Castle Financial

Overview

Castle Financial operates as an individual-owned limited liability company and is registered as an independent registered investment adviser. The firm serves both individual and family clients as well as institutional relationships. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is through a mix of percentage-of-assets and fixed fees. The firm is not identified as a capital allocator and does not report active ESG investing; it also lists an insurance-company affiliation.

Assets & Accounts

Public Holdings

Investments & Alternatives