Founded in 2000, CastleKeep Investment Advisors LLC is an independent, SEC Registered Investment Advisor (RIA) helping families build and preserve dynastic wealth. CastleKeep is headquartered in Westport, CT but delivers wealth management solutions to clients all over the world.
View Top Employees from CastleKeep Investment Advisors LLCWebsite | http://www.castlekeepadvisors.com |
Revenue | $1 million |
Employees | 9 (7 on RocketReach) |
Founded | 2000 |
Address | 257 Riverside Avenue 2nd Floor, Westport, Connecticut 06880-4822, US |
Phone | (203) 227-2577 |
Industry | Investment Management, Finance General, Finance |
Competitors | Biltmore Capital Advisors, LLC, Isthmus Partners, LLC, Lefavi Wealth Management, Lynx Investment Advisory, Pillar Wealth Management |
SIC | SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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The CastleKeep Investment Advisors LLC annual revenue was $1 million in 2024.
7 people are employed at CastleKeep Investment Advisors LLC.
CastleKeep Investment Advisors LLC is based in Westport, Connecticut.
The NAICS codes for CastleKeep Investment Advisors LLC are [5239, 523, 52].
The SIC codes for CastleKeep Investment Advisors LLC are [621, 62].