COSTELLO ASSET MANAGEMENT, INC.
Firm details
- Headquarters
- FEASTERVILLE TREVOSE, Pennsylvania
- CRD number
- 123249
- Registered since
- November 16, 2015
- Website
- costelloassetmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.17%
- Individuals22.92%
- Other8.41%
- Charitable Organizations1.73%
- Corporations / Businesses0.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Costello Asset Management, Inc. is a privately owned advisory corporation that has been SEC-registered since 2015. The firm serves both individual/family and institutional clients, providing portfolio management primarily for individuals and small businesses. Its compensation model mixes percentage-of-AUM fees with fixed fees. Costello is not positioned as a capital allocator or pension consultant, and it reports that environmental, social and governance (ESG) investing is not an active focus of its practice.
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 Equities72%
- Public Funds/Mutual Funds15%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- Other3%
Contacts
3 of 3LINDA COSTELLO
SecretaryCRD 5270364
JACOB SALZMANN
Investment AdvisorCRD 2868256
ROBERT COSTELLO
PresidentCRD 2145188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 190Active vs passive
$33.8M in ETFs
96%
$32.5M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $4.2M | 21,668 | 12.30% |
Location
FEASTERVILLE TREVOSE, PA
BUCKS
Location
FEASTERVILLE TREVOSE, PA
Headquartered in FEASTERVILLE TREVOSE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- BUCKS
- Address
- 1234 Bridgetown Pike
- Time zone
- ET (UTC-5)
- Office locations
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