Castle Financial & Retirement Planning Associates Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Fair Haven, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $108M in regulatory assets under management, 6 employees, 3 offices, and 366 accounts.
Assets Under Management
$108M
Employees
6
Offices
3 offices
Total Clients
146
Primary office
FAIR HAVEN, NJ
740 RIVER ROAD, SUITE 208 & 209, FAIR HAVEN, NJ, United States
Top client segmentIndividuals represent 77.4% of total clients.
Top client categories% of clientsClients
1
Individuals
77.4%
113
2
HNWI
22.6%
33
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$108Mas of March 31, 2026
Discretionary100.0%
$108M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$108M
Total Accounts366
10Y AUM Change+$37M (+52.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.