CASTLE ADVISORY GROUP, L.L.C.
CRD #113046 SEC #801-60332 INDIANAPOLIS, IN 317-849-9559
SEC Registered
Total AUM
$141.5M
Discretionary
$141.5M
Employees
10
Clients
25
Accounts
149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2009 | $11.6M | $11.6M | $0 | 5 | -- |
| Jan 2008 | $141.5M | $141.5M | $0 | 10 | -- |
| Dec 2007 | $141.5M | $141.5M | $0 | 10 | -- |
| Jan 2007 | $141.5M | $141.5M | $0 | 10 | -- |
| Dec 2005 | $102.3M | $102.3M | $0 | 10 | -- |
| Mar 2004 | $79.5M | $79.5M | $0 | 5 | -- |
| Apr 2002 | $62.2M | $42.1M | $20.1M | 5 | -- |
| Oct 2001 | $26.1M | $26M | $56.7K | 5 | -- |
| Oct 2001 | $0 | $0 | $0 | 5 | -- |
| Jun 2001 | $0 | $0 | $0 | 5 | -- |
DateJul 2009
Total AUM$11.6M
Discretionary$11.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees10
Clients--
DateDec 2005
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$79.5M
Discretionary$79.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$62.2M
Discretionary$42.1M
Non-Disc.$20.1M
Employees5
Clients--
DateOct 2001
Total AUM$26.1M
Discretionary$26M
Non-Disc.$56.7K
Employees5
Clients--
DateOct 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--