CASTLEKEEP INVESTMENT ADVISORS
Tel: 203.682.7200 257 Riverside Avenue 2nd Floor Westport, Connecticut 06880-4822
About CASTLEKEEP INVESTMENT ADVISORS
CASTLEKEEP INVESTMENT ADVISORS is a Westport, Connecticut based financial advisory firm with nearly $762,424,454 in assets under management and provides investment advisory services for 440 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
111656
Firm SEC#:
801-60338
Assets Under Management:
$762,424,454
No. of Clients:
440
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters
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