CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD #107865 SEC #801-79218 FAIR HAVEN, NJ 732-888-4994
SEC Registered
Total AUM
$105.2M
Discretionary
$105M
Employees
6
Clients
101
Accounts
373
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUER, KOREY, MATTHEW | I | VICE PRESIDENT | NA | Control |
| BAUER, KOREY, MATTHEW | I | VICE PRESIDENT | NA | Control |
| BAUER, KOREY, MATTHEW | I | VICE PRESIDENT | NA | Control |
| BAUER, KOREY, MATTHEW | I | VICE PRESIDENT | NA | Control |
| BAUER, KOREY, MATTHEW | I | VICE PRESIDENT | NA | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT & CEO | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT & CEO | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
| PROCACCINO, ALPHONSE, ALBERT | I | PRESIDENT, CEO & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (7)
FL NC NJ NY PA SC TX
Address
740 RIVER ROADSUITE 208 & 209
FAIR HAVEN, NJ 07704
United States
Phone: 732-888-4994