CASTLE PLACEMENT, LLC
Firm details
- Headquarters
- SYOSSET, New York
- CRD number
- 189511
- Registered since
- October 2, 2015
- Website
- castleplacement.com
Firm profile
FINTRXOverview
Castle Placement, LLC is organized as a limited liability company and is classified as an investment bank. The firm is SEC-registered (registration year 2015) and is owned by a mix of domestic entity and individual ownership. According to the available profile, Castle Placement does not operate as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The dataset also flags that the firm is not a pension consultant, not newly formed in the most recent disclosure, and not listed as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1MARK ARIZMENDI
CEOCRD 4110331
Contacts
3 of 36Harish Balakrishnapillai
Senior Investment ProfessionalCRD 7424682
Jose Maria Carretero Tomas
Managing DirectorCRD 8113842
Karen Witt
Managing DirectorCRD 7831467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SYOSSET, NY
NASSAU
Location
SYOSSET, NY
Headquartered in SYOSSET, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 527 Split Rock Rd
- Time zone
- ET (UTC-5)
- Office locations
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