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Castle Financial & Retirement Planning Associates Inc

Castle Financial & Retirement Planning Associates Inc is a Mutual Fund Advisor with $77M in AUM and with 1 advisor nationwide . Alphonse Albert Procaccino is the majority owner of the firm and has been in this role with the firm since 1992.

Advisors (1)

Name Start Date
Alphonse Albert Procaccino Jan 2007
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Top ETF Holdings

No ETF holdings data available.

Firm Assets Under Management

Total Assets
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*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.


*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.

Executives and Control Persons

Name Title Tenure Date
Alphonse Albert Procaccino President, CEO & Chief Compliance Officer 06/01/1992
Korey Matthew Bauer Vice President 07/01/2011

Affiliated Investment Advisors and Broker Dealers

No firm affiliates listed.

Principal Office & Place of Business

Principal Office

Phone Number: 732-888-4994
Other Offices Address City State Zip
4875 Pelican Colony Blvd. Suite 1401 Bonita Springs FL 34134-6952
4700 City Line Avenue Philadelphia PA 19131

Firm Compensation Arrangements

Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions