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CASTLE ADVISORS GROUP, LLC

CRD 299340

Visit website

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

TypeClientsAUM
Individuals20$3.0M

All web addresses on file

Official SEC filing: View on IAPD