Costello Asset Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1234 Bridgetown Pike Ste 210, Feastervil...

Phone Number

(215) 856-9290

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Costello Asset Management

Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm that provides comprehensive investment management services for individuals, families, businesses, estates, and non-profits. Established in 1999, the firm focuses on personalized investment account management and offers tailored investment advisory services to meet specific client needs. Their mission is to develop a thorough understanding of clients' financial situations and create customized investment strategies to help achieve financial goals. With a strong emphasis on client service and satisfaction, Costello Asset Management aims to provide sound advice and ongoing asset management.Explore more
Popular SearchesCostello Asset Management IncCostello Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

Costello Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Costello Asset Management

<$5M
1-10
Private
-
1996
<$5M
11-50
Private
-
2018
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2009
GW
Gina WardSales Assistant
<$5M
1-10
Private
-
2011
KC
Keri CruzDirector of Impressions, Administrative Assistant
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
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Company Profile Activity

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Activity Insights

Costello Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Costello Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Costello Asset Management.

Costello Asset Management Tech Stack

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Frequently Asked Questions Regarding Costello Asset Management

What is Costello Asset Management's official website?
Costello Asset Management's official website is www.costelloassetmanagement.com
What is Costello Asset Management's Revenue?
Costello Asset Management's revenue is <$5 Million
What is Costello Asset Management's SIC code?
Costello Asset Management's SIC: 62,628
What is Costello Asset Management's NAICS code?
Costello Asset Management's NAICS: 52,523
How many employees does Costello Asset Management have?
Costello Asset Management has 1-10 employees
What industry does Costello Asset Management belong to?
Costello Asset Management is in the industry of: Finance, Securities Trading
What is Costello Asset Management competition?
Costello Asset Management top competitors include: Integrity RIA, Core Wealth Management, Ratcliff Financial Services, Stockade Wealth Management
What technology does Costello Asset Management use?
Some of the popular technologies that Costello Asset Management uses are: GoDaddy DNS, Wix, Hostgator, BlueHost
How do I contact Costello Asset Management?
Costello Asset Management contact info: Phone number: (215) 856-9290 Website: www.costelloassetmanagement.com
What does Costello Asset Management do?

Costello Asset Management, Inc. is an independently owned, fee-based SEC registered investment advisory firm that provides comprehensive investment management services for individuals, families, businesses, estates, and non-profits. Established in 1999, the firm focuses on personalized investment account management and offers tailored investment ad... visory services to meet specific client needs. Their mission is to develop a thorough understanding of clients' financial situations and create customized investment strategies to help achieve financial goals. With a strong emphasis on client service and satisfaction, Costello Asset Management aims to provide sound advice and ongoing asset management.Read More

Is Costello Asset Management a public company?
Costello Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Costello Asset Management

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