Costello Asset Management, Inc.
● SEC registered since 2015CRD 123249SEC# 801-106905Feasterville, PA
Reg. AUM
$388.5M
Employees
3
Accounts
988
Location
Feasterville, PA
Costello Asset Management, Inc. assets under management
Costello Asset Management, Inc. is an investment advisory firm registered with the SEC based in Feasterville, PA. The firm has been registered since 2015. It reports $388.5 million in regulatory assets under management and employs 3 people.
Costello Asset Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Linda Marie Costello | Secretary & Treasurer | Under 5% | 2006 |
| Robert Francis Costello Control | President, Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Costello Asset Management, Inc. manage?
Costello Asset Management, Inc. reports $388.5 million in regulatory assets under management on its Form ADV.
How many employees does Costello Asset Management, Inc. have?
Costello Asset Management, Inc. reports 3 employees.
Where is Costello Asset Management, Inc. located?
Costello Asset Management, Inc. is based in Feasterville, PA and has been SEC-registered since 2015.
Does Costello Asset Management, Inc. disclose fund performance?
Costello Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1234 Bridgetown Pike Suite 210, Feasterville, PA 19053 |
| Phone | 215 856 9290 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$388.5M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$388.5Mregulatory AUM
Discretionary $388.5M