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 independent registered investment adviser, organized as a corporation and SEC-registered since 2015. Ownership is held by an individual and the firm primarily provides portfolio management services for individuals and small businesses. Its client mix includes both individual and family clients as well as institutional accounts. Fee arrangements combine a percentage-of-AUM schedule with fixed-fee engagements. The firm does not identify as an active ESG investor, and it does not serve as a pension consultant or related adviser.
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%
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 189Active vs passive
$39.1M in ETFs
97%
$37.8M
2%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $5.1M | 24,176 | 13.14% |
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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