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COSTELLO ASSET MANAGEMENT, INC.
CRD 123249 · SEC 801-106905
1234 BRIDGETOWN PIKE SUITE 210, FEASTERVILLE, PA, 19053, United States
Phone
215 856 9290
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.5M
Discretionary AUM
$388.5M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 275 | $89.0M |
| High net worth individuals | 81 | $257.1M |
| Charitable organizations | 3 | $6.7M |
| Corporations/business entities | 5 | $3.0M |
States served
DE, NJ, NY, PA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD