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CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865 · SEC 801-79218
740 RIVER ROAD, SUITE 208 & 209, FAIR HAVEN, NJ, 07704, United States
Phone
732-888-4994
Fax
732-888-8312
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$107.9M
Discretionary AUM
$107.9M
Team
6 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 113 | $45.0M |
| High net worth individuals | 33 | $62.5M |
States served
NJ, NY, NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD