Castle Financial & Retirement Planning Associates Inc
● SEC registered since 2014CRD 107865SEC# 801-79218Fair Haven, NJ
Reg. AUM
$107.9M
Employees
6
Accounts
366
Location
Fair Haven, NJ
Castle Financial & Retirement Planning Associates Inc assets under management
Castle Financial & Retirement Planning Associates Inc is an investment advisory firm registered with the SEC based in Fair Haven, NJ. The firm has been registered since 2014. It reports $107.9 million in regulatory assets under management and employs 6 people.
Castle Financial & Retirement Planning Associates Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alphonse Albert Procaccino Control | President, Ceo & Chief Compliance Officer | Over 75% | 1992 |
Frequently asked questions
How much does Castle Financial & Retirement Planning Associates Inc manage?
Castle Financial & Retirement Planning Associates Inc reports $107.9 million in regulatory assets under management on its Form ADV.
How many employees does Castle Financial & Retirement Planning Associates Inc have?
Castle Financial & Retirement Planning Associates Inc reports 6 employees.
Where is Castle Financial & Retirement Planning Associates Inc located?
Castle Financial & Retirement Planning Associates Inc is based in Fair Haven, NJ and has been SEC-registered since 2014.
Does Castle Financial & Retirement Planning Associates Inc disclose fund performance?
Castle Financial & Retirement Planning Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 740 River Road, Suite 208 & 209, Fair Haven, NJ 07704 |
| Phone | 732-888-4994 |
| Fax | 732-888-8312 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1650259 |
| Discloses disciplinary history | No |
Regulatory AUM
$107.9M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$107.9Mregulatory AUM
Discretionary $107.9M