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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges

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