# Castle Financial

Castle Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/castle-financial

## Regulatory record

- **CRD number:** 338962
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338962

## About

Meeting the needs of older homeowners requires special knowledge and expertise, and Castle Financial was formed specifically to serve those needs. We are experts at helping older homeowners learn about and obtain reverse mortgages. All reverse mortgages we arrange are placed with large financial institutions. In partnership with HUD, your reverse mortgage will be held by a financial institution with significant financial strength that is worthy of your trust. And as their designated correspondent, we will provide you with the highest level of service and expertise even after your reverse mortgage has been put in place. Please let us help you explore how to change your retirement life for the better. We’re ready to help you!

## Questions

### Who runs investment decisions at Castle Financial?

No named principals or investment committee members have been identified in public records for Castle Financial. The firm's leadership structure is not disclosed.

### Does Castle Financial disclose its AUM or deployment numbers?

No AUM, assets under administration, or deployment figures have been published by Castle Financial or reported by external sources. The firm remains opaque on scale.

### Where is Castle Financial headquartered?

The location of Castle Financial's headquarters has not been confirmed in any public source. No city or country of operation is verifiable.

### Which sectors or asset classes does Castle Financial target?

No sector preferences or asset class allocations have been declared by Castle Financial in public domains. The firm's portfolio composition is unknown.

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Last updated: 2026-06-03T20:00:00.000Z

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