Castle Financial & Retirement Planning Associates Inc
Castle Financial & Retirement Planning Associates Inc is an SEC-registered mass-market adviser in Fair Haven, NJ with $107.9M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Castle Financial & Retirement Planning Associates Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107865, SEC 801-79218, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $107.9M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Fair Haven, NJ
- Employees
- 6
- Clients
- 146
- CRD
- 107865
- Ownership
- PROCACCINO, ALPHONSE, ALBERT; BAUER, KOREY, MATTHEW
How much AUM does Castle Financial & Retirement Planning Associates Inc have?
Castle Financial & Retirement Planning Associates Inc reported $107.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Castle Financial & Retirement Planning Associates Inc?
Disclosed owners and executives of Castle Financial & Retirement Planning Associates Inc include PROCACCINO, ALPHONSE, ALBERT, BAUER, KOREY, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.