CRD: 107865
Castle Financial & Retirement Planning Associates INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-09-2007
- Office Locations
- 1
Office Locations
About Castle Financial & Retirement Planning Associates INC
Castle Financial is an independent, fee-based SEC-registered RIA providing fiduciary financial planning, retirement income planning, and investment management for clients in their working years through retirement. The firm takes a risk-averse, tactical approach and builds portfolios using vetted third-party money managers. It also supports family wealth preservation and legacy/wealth-transfer planning through a network of professionals. Led by CFP Al Procaccino II, a former co-manager of a 5‑Star Morningstar-rated fund.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Alphonse Albert Procaccino
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #715731
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $107,946,217 | $294,935 |
| Non-Discretionary | $0 | -- |
| Total | $107,946,217 | $294,935 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2021
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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