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CASTLE ASSET MANAGEMENT, LLC

CASTLE ASSET MANAGEMENT L.L.C.

CRD 117521

Visit website

64 LAFAYETTE RD, SUITE 8, NORTH HAMPTON, NH, 03862, United States

Phone

603-929-7891

Fax

603-929-7892

Registration

— (—)

Source

State registered

Total AUM

$1.2M

Discretionary AUM

$0

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)FINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals9$1.2M

All web addresses on file

Official SEC filing: View on IAPD