COSTELLO ASSET MANAGEMENT, INC.
CRD #123249 SEC #801-106905 FEASTERVILLE, PA 215 856 9290
SEC Registered
Total AUM
$347.9M
Discretionary
$347.9M
Employees
4
Clients
--
Accounts
965
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $347.9M | $347.9M | $0 | 4 | 0 |
| Oct 2025 | $347.9M | $347.9M | $0 | 4 | 0 |
| Aug 2025 | $347.9M | $347.9M | $0 | 4 | 0 |
| Feb 2025 | $347.9M | $347.9M | $0 | 4 | 0 |
| Mar 2024 | $212.9M | $212.9M | $0 | 3 | 0 |
| Mar 2024 | $212.9M | $212.9M | $0 | 3 | 0 |
| Feb 2023 | $194.6M | $194.6M | $0 | 2 | 0 |
| Mar 2022 | $192.9M | $192.9M | $0 | 2 | 0 |
| Dec 2021 | $197.3M | $197.3M | $0 | 2 | 0 |
| Mar 2021 | $176.5M | $176.5M | $0 | 2 | 0 |
| Nov 2020 | $165M | $165M | $0 | 2 | 0 |
| Jun 2020 | $153.4M | $153.4M | $0 | 2 | 0 |
| Jun 2020 | $153.4M | $153.4M | $0 | 2 | 0 |
| Feb 2020 | $151M | $151M | $0 | 3 | 0 |
| Dec 2019 | $130.2M | $130.2M | $0 | 3 | 0 |
| Feb 2019 | $130.2M | $130.2M | $0 | 3 | 0 |
| Jun 2018 | $132M | $132M | $0 | 3 | 0 |
| Mar 2018 | $133.1M | $133.1M | $0 | 3 | 0 |
| Aug 2017 | $125.8M | $125.8M | $0 | 3 | 300 |
| Mar 2017 | $116.3M | $116.3M | $0 | 2 | 300 |
| Sep 2016 | $113.3M | $113.3M | $0 | 2 | 300 |
| Aug 2016 | $107M | $107M | $0 | 2 | 300 |
| May 2016 | $107M | $107M | $0 | 4 | 300 |
| Mar 2016 | $101.4M | $101.4M | $0 | 3 | 300 |
| Nov 2015 | $101.1M | $101.1M | $0 | 3 | 300 |
| Nov 2015 | $102.2M | $102.2M | $0 | 3 | 300 |
| Jun 2012 | $56.1M | $56.1M | $0 | 1 | 200 |
| May 2012 | $56.1M | $56.1M | $0 | 1 | 200 |
| Mar 2012 | $59.2M | $59.2M | $0 | 1 | 200 |
| Oct 2009 | $35.4M | $35.4M | $0 | 5 | -- |
DateDec 2025
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees4
Clients0
DateOct 2025
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$212.9M
Discretionary$212.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$194.6M
Discretionary$194.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees2
Clients0
DateDec 2021
Total AUM$197.3M
Discretionary$197.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$176.5M
Discretionary$176.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$153.4M
Discretionary$153.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$130.2M
Discretionary$130.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees3
Clients300
DateMar 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees2
Clients300
DateSep 2016
Total AUM$113.3M
Discretionary$113.3M
Non-Disc.$0
Employees2
Clients300
DateAug 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients300
DateMay 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$101.4M
Discretionary$101.4M
Non-Disc.$0
Employees3
Clients300
DateNov 2015
Total AUM$101.1M
Discretionary$101.1M
Non-Disc.$0
Employees3
Clients300
DateNov 2015
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees3
Clients300
DateJun 2012
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$56.1M
Discretionary$56.1M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$59.2M
Discretionary$59.2M
Non-Disc.$0
Employees1
Clients200
DateOct 2009
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--