CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC of FAIR HAVEN, NJ is an SEC-registered investment adviser (CRD 107865). Regulatory assets under management: $107.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (3)

NameRoleLocation
Alphonse Albert ProcaccinoPRESIDENT, CEO & CHIEF COMPLIANCE OFFICER
PROCACCINO ALPHONSE ALBERTPRESIDENT & CEO; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER
BAUER KOREY MATTHEWVICE PRESIDENT

Branch offices (6)

CityStateEmployeesPhone
NEW YORKNY1212-200-1010
NAPLESFL1239-947-9255
1732-888-4994
NEW YORKNY1212-200-1010
NAPLESFL1239-947-9255
1732-888-4994

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