Castle Asset Management LLC
Legal Name: CASTLE ASSET MANAGEMENT, LLC
Full Contact Details
Castle Asset Management LLC
145 MARCUS BLVD., SUITE 1, HAUPPAUGE, NY
631-952-3700
631-952-9797
Other Info
Castle Asset Management LLC, legally known as CASTLE ASSET MANAGEMENT, LLC, is a Limited Liability Company based in NY and has been registered with the SEC since March 8, 2006. The firm employs three individuals, with two working in advisory roles, and the number of clients they serve is unknown. They have an approved SEC status, indicating that they have met the necessary regulatory requirements.
Wealth Management | Financial Advisor I LA, NYC, PO, SD, SF
Independent wealth management firm providing financial advice, portfolio management and financial planning solutions to high-net worth individuals & families.
Direct Owners
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JOHN DAVID CAFFREY
MANAGING MEMBER/CHIEF COMPLIANCE OFFICER owns 75% or more