Costello Asset Management, Inc.

$388.5MAssets under management
as of Mar 2026 · SEC Form ADV
Feasterville, PA
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Tech stack

No one at Costello Asset Management, Inc. has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Costello Asset Management, Inc.'s own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $213M held · filed Mar 2024