|Castle Financial & Retirement Planning Associates Inc is a RIA based in Hazlet, NJ with $82M in AUM and with 2 advisors nationwide. Alphonse Albert Procaccino is the majority owner of the firm and has been in this role with the firm since 1992.|
|Alphonse Albert Procaccino||Jan 2007|
|Korey Matthew Bauer||Nov 2013|
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.
- Alphonse Albert Procaccino (75% or more)
- Executives with less than 5% share each
*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.
|Alphonse Albert Procaccino||President, CEO & Chief Compliance Officer||06/01/1992|
|Korey Matthew Bauer||Vice President||07/01/2011|
No firm affiliates listed.
2899 State Highway 35
Hazlet , NJ 07730-1549
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees