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 an independently owned registered investment adviser organized as a corporation. The firm is SEC-registered (registered in 2015) and is owned by an individual rather than a corporate parent. Its client mix spans high-net-worth individuals and families as well as institutional clients, and its primary advisory activity is discretionary portfolio management for individuals and small businesses. Fee arrangements combine a percentage-of-AUM model with fixed fees. The firm does not identify itself as an ESG investor and does not act as a capital allocator or sponsor pooled investment vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$38.7M in ETFs
97%
$37.3M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $5.2M | 6,838 | 13.49% |
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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