# CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC

CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC of FAIR HAVEN, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 107865
- Type: SEC-registered investment adviser
- SEC file number: 801-79218
- Location: 740 RIVER ROAD, SUITE 208 & 209, FAIR HAVEN, NJ, 07704
- Phone: 732-888-4994
- Latest filing: 2026-03-31
- Regulatory AUM: $107.9M
- Discretionary AUM: $107.9M
- Clients: 6
- Accounts: 366

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Alphonse Albert Procaccino | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | — |
| PROCACCINO ALPHONSE ALBERT | PRESIDENT & CEO; PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | — |
| BAUER KOREY MATTHEW | VICE PRESIDENT | — |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| NEW YORK | NY | 1 | 212-200-1010 |
| NAPLES | FL | 1 | 239-947-9255 |
| — | — | 1 | 732-888-4994 |
| NEW YORK | NY | 1 | 212-200-1010 |
| NAPLES | FL | 1 | 239-947-9255 |
| — | — | 1 | 732-888-4994 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107865/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107865/similar
- Related entities: https://search.stillhousedata.com/firm/107865/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107865

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.