CASTLEKEEP INVESTMENT ADVISORS - Financial Advisor in Connecticut, Westport

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Connecticut?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Connecticut, Westport

FirmCRD#:105129

SEC#:801-35875

No. of Advisors:1196

No. of Clients:133

AUM:$171,751,270,410

FirmCRD#:157127

SEC#:801-73847

No. of Advisors:213

No. of Clients:26

AUM:$12,667,511,156

FirmCRD#:134099

SEC#:801-65497

No. of Advisors:37

No. of Clients:13

AUM:$10,954,239,406

FirmCRD#:140799

SEC#:801-66907

No. of Advisors:19

No. of Clients:145

AUM:$4,798,060,000

FirmCRD#:110361

SEC#:801-60134

No. of Advisors:8

No. of Clients:1537

AUM:$4,149,434,633

FirmCRD#:285081

SEC#:801-108389

No. of Advisors:64

No. of Clients:12

AUM:$4,053,787,867

FirmCRD#:168422

SEC#:801-78327

No. of Advisors:42

No. of Clients:1

AUM:$3,816,981,000

FirmCRD#:152569

SEC#:801-70943

No. of Advisors:25

No. of Clients:4259

AUM:$2,814,677,305

FirmCRD#:264789

SEC#:801-103476

No. of Advisors:17

No. of Clients:7

AUM:$2,030,700,480

FirmCRD#:156946

SEC#:801-73976

No. of Advisors:20

No. of Clients:4

AUM:$1,706,162,409

FirmCRD#:8361

SEC#:801-70276

No. of Advisors:318

No. of Clients:5849

AUM:$1,689,281,243

FirmCRD#:321256

SEC#:801-126101

No. of Advisors:14

No. of Clients:20

AUM:$1,359,531,463

FirmCRD#:157155

SEC#:801-77192

No. of Advisors:4

No. of Clients:68

AUM:$1,330,710,296

FirmCRD#:170071

SEC#:801-111983

No. of Advisors:3

No. of Clients:4

AUM:$951,083,043

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

BRIDGEWATER ASSOCIATES, LP

105129

801-35875

133

1196

$171,751,270,410

LIME ROCK

157127

801-73847

213

$12,667,511,156

FERMAT CAPITAL MANAGEMENT, LLC

134099

801-65497

$10,954,239,406

ENERGY INCOME PARTNERS

140799

801-66907

145

$4,798,060,000

NORTHEAST FINANCIAL

110361

801-60134

1537

$4,149,434,633

GEMSPRING CAPITAL MANAGEMENT, LLC

285081

801-108389

$4,053,787,867

COMPASS GROUP MANAGEMENT LLC

168422

801-78327

$3,816,981,000

COASTAL BRIDGE ADVISORS

152569

801-70943

4259

$2,814,677,305

BALANCE POINT CAPITAL ADVISORS, LLC

264789

801-103476

$2,030,700,480

STERLING INVESTMENT PARTNERS ADVISERS, LLC

156946

801-73976

$1,706,162,409

A.G.P / ALLIANCE GLOBAL PARTNERS

8361

801-70276

5849

318

$1,689,281,243

NEOS INVESTMENTS

321256

801-126101

$1,359,531,463

DOCK STREET CAPITAL MANAGEMENT LLC

157155

801-77192

$1,330,710,296

CAS INVESTMENT PARTNERS, LLC

170071

801-111983

$951,083,043