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CASTLE ADVISORS GROUP, LLC
CRD 299340
800 LINDEN AVENUE, ROCHESTER, NY, 14625, United States
Phone
585-662-3266
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 20 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2019-01-14
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.0M |
All web addresses on file
Official SEC filing: View on IAPD