CastleKeep Investment Advisors
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
257 Riverside Ave Ste 2, Westport, Conne...Phone Number
(203) 227-2577Website
www.castlekeepadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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About CastleKeep Investment Advisors
CastleKeep Investment Advisors LLC is a family-owned, independent Registered Investment Advisor based in Westport, Connecticut, serving clients across the United States and globally. Founded in 2000, the firm focuses on providing wealthy client families with personalized and unbiased financial advice, avoiding product sales and model portfolios. Their services include independent wealth management, discretionary investment management, and family office solutions, ensuring tailored financial strategies for each client. CastleKeep emphasizes collaboration among clients' trusted advisors through their Roundtable approach, enhancing the overall financial management experience.Explore more
CastleKeep Investment Advisors Org Chart
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CastleKeep Investment Advisors News & Media
CastleKeep Adds Industry Veteran Mike Benevento as Partner
WESTPORT, Conn.--(BUSINESS WIRE)--CastleKeep Investment Advisors LLC (“CastleKeep”), a Westport, Connecticut based independent Registered Investment Advisor (RIA), serving high and ultra-high net worth individuals and families in Fairfield County and across the globe, announced the addition of Mike Benevento as Partner. Prior to CastleKeep, Mike was a portfolio manager at Millennium Management, a global alternative investment platform with over $58 billion in assets. He has also held portfolioCastleKeep Investment Advisors appoints Lauren Quesada as Partner
WESTPORT, Conn.--(BUSINESS WIRE)-- #kudos--CastleKeep Investment Advisors LLC (“CastleKeep”), a Westport, Connecticut based independent Registered Investment Advisor (RIA), serving high and ultra-high net worth individuals and families in Fairfield County and across the globe, announced the appointment of Lauren Quesada as Partner. Westport, CT resident, and CastleKeep founder, Charlie Haberstroh said, “I formed CastleKeep 23 years ago to be a client-centered, conflict-free adviser to high and u
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CastleKeep Investment Advisors LLC is a family-owned, independent Registered Investment Advisor based in Westport, Connecticut, serving clients across the United States and globally. Founded in 2000, the firm focuses on providing wealthy client families with personalized and unbiased financial advice, avoiding product sales and model portfolios. Th... Read More
