CASTLE ADVISORS GROUP, LLC
Firm details
- Headquarters
- ROCHESTER, New York
- CRD number
- 299340
- Website
- castleadvisorsgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals75%
- HNWI25%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Castle Advisors Group, LLC is a limited liability company that provides portfolio management services primarily for individuals and small businesses. The firm operates as an insurance broker and focuses on offering personalized investment strategies tailored to the needs of its clients. While it does not actively engage in ESG investing, Castle Advisors Group emphasizes a client-centric approach, ensuring that investment decisions align with the financial goals of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds30%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1DOUG HANNIE
Principal & COOCRD 6088801
Contacts
1 of 1DAMON CAPUTO
OwnerCRD 4371109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROCHESTER, NY
MONROE
Location
ROCHESTER, NY
Headquartered in ROCHESTER, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- MONROE
- Address
- 800 Linden Ave
- Time zone
- ET (UTC-5)
- Office locations
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