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- Custodian
- Folio Investments ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-11-2001
- Office Locations
- 1
Office Locations
About Castle Asset Management, LLC
Castle Asset Management, LLC is a New Hampshire-based RIA providing fiduciary financial and portfolio planning for individuals, families, nonprofits, and closely held business owners, including executives and medical professionals. The firm emphasizes conservative portfolio construction focused on risk management and capital preservation, using mutual funds and ETFs, with custody including Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BARRY JAMES DYKE
Chief Compliance Officer, Founder, Managing Member, Owner
- CRD
- #1112769
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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TRACY E. JAQUITH MIDDLETON
Associate
- CRD
- #707193
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,170,601 | -- |
| Total | $1,170,601 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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