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Castlekeep

EST. AUM
$827,741,951

CONTACTS
4

CLIENT ACCOUNTS
447

Firm Details

Metro area Stamford
CRD Number 111656
Website castlekeepadvisors.com
Client types

Overview

CastleKeep Investment Advisors LLC is a family-owned, independent Registered Investment Advisor (RIA) based in Westport, Connecticut, with its headquarters in Fairfield County. Established in 2000 by Charles Haberstroh, the firm was founded on the principle that affluent client families require a more independent, flexible, and personalized level of service than what is typically offered by large financial institutions. CastleKeep focuses on delivering unbiased financial advice, complemented by the extensive reach of a traditional private bank, without selling products.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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