Castle Placement, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Long Beach, New York
CRD number
189511
Registered since
October 2, 2015

Firm profile

FINTRX

Overview

Castle Placement, LLC is organized as a limited liability company that identifies itself in filings as an investment bank. Ownership is reported as a combination of a domestic entity and an individual. In its self-reported snapshot the firm indicates it is not classified as a capital allocator, not active on ESG investing, not a pension consultant, not a multi-state adviser, and not a related adviser to another registered advisory firm.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Long Beach, NY

Nassau

Location

Long Beach, NY

Headquartered in Long Beach, 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
180 Boardwalk
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth