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How does the advisor help clients – Key Takeaways:

CASTLEKNIGHT MANAGEMENT LP is a reputable financial advisor that provides expert advice and guidance to its clients. With a team of experienced and knowledgeable advisors, they are able to assist their clients with a wide range of financial services.

Facts and Insights

Established in 2005, CASTLEKNIGHT MANAGEMENT LP has been providing financial management services to individuals, businesses, and organizations for over 15 years. Their team includes highly qualified advisors who are dedicated to delivering top-notch financial solutions to their clients.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 20 Over 15 years

Financial Services Offered

CASTLEKNIGHT MANAGEMENT LP offers a comprehensive range of financial services, including investment management, financial planning, retirement planning, estate planning, and tax planning. They also provide guidance on insurance, college savings, and business planning.

Client Types

The firm serves a diverse range of clients, including high net worth individuals, businesses, and non-profit organizations. Their team is well-equipped to handle the unique financial needs of each client and provide personalized solutions to help them achieve their financial goals.

Fees & Compensation

CASTLEKNIGHT MANAGEMENT LP follows a transparent fee structure and clearly outlines all fees and charges to their clients. They may charge a percentage of the assets under management, an hourly fee, or a flat fee, depending on the services provided.


The team at CASTLEKNIGHT MANAGEMENT LP has a strong background in finance and investment management. They possess a deep understanding of the constantly evolving financial landscape and stay updated with the latest industry trends and regulations.

Financial Advisor Disclosures to Know

As a registered investment advisor, CASTLEKNIGHT MANAGEMENT LP is legally required to disclose any potential conflicts of interest to their clients. They have a fiduciary duty towards their clients and always act in their best interests. Additionally, their advisors have clean records and have not faced any disciplinary actions.

Company Information

Main Office

Mail Office

Other Information

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