Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
232870250
SEC advisor number
801-106905
FINRA CRD number
123249
AUM ?
$212.89 mm
(as of 12 Mar 24)
Accounts
690
(as of 12 Mar 24)
Employees
3
(3 investment advisory or research)
Address
Costello Asset Management
1234 BRIDGETOWN PIKE
SUITE 210
FEASTERVILLE
PA 19053
1234 BRIDGETOWN PIKE
SUITE 210
FEASTERVILLE
PA 19053
Phone
215-856-9290
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
28 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
22 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21