Castlekeep Investment Advisors
Castlekeep Investment Advisors (CRD# 111656) is a financial advisory firm headquartered in Westport, CT. They manage $762,424,454 in 440 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management762MILLION
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Total Number of Accounts440ACCOUNTS
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Average Account Value$1,732,783
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, DE, FL, IL, NJ, NY, TX
Financial Advisors at Castlekeep Investment Advisors
1
Stephen Haberstroh (CRD# 4853300) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 19 years of experience in the finance industry.
2
Lauren Quesada (CRD# 6155900) is an Investment Advisor Representative working at Castlekeep Investment Advisors in Westport, CT and has over 11 years of experience in the finance industry.
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