Costello Asset Management, Inc.
Costello Asset Management, Inc. is an SEC-registered mass-market adviser in Feasterville, PA with $388.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Costello Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123249, SEC 801-106905, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $388.5M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Feasterville, PA
- Employees
- 3
- Clients
- 390
- CRD
- 123249
- Ownership
- ROFFMAN, MARVIN, BARRY; COSTELLO, ROBERT, FRANCIS; SIEGMANN, ANNA MARIE; COSTELLO, LINDA, MARIE
How much AUM does Costello Asset Management, Inc. have?
Costello Asset Management, Inc. reported $388.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Costello Asset Management, Inc.?
Disclosed owners and executives of Costello Asset Management, Inc. include ROFFMAN, MARVIN, BARRY, COSTELLO, ROBERT, FRANCIS, SIEGMANN, ANNA MARIE, COSTELLO, LINDA, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.