COSTELLO ASSET MANAGEMENT, INC

HTTP://COSTELLOASSETMANAGEMENT.COM FEASTERVILLE, PA Investment Advisor How do I update this listing?

Costello Asset Management is based out of Feasterville. Costello Asset Management is a large advisory firm with 275 clients and discretionary assets under management (AUM) of $130,156,549 (Form ADV from 2019-02-01). Their last reported 13F filing for Q4 2018 included $77,238,000 in managed 13F securities and a top 10 holdings concentration of 50.61%. Costello Asset Management's largest holding is Johnson & Johnson Co. with shares held of 45,283. Whalewisdom has at least 1 13F filings

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12/31/2018

Top Sells

  • Name% Change

12/31/2018

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: Not ready yet
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

COSTELLO ASSET MANAGEMENT, INC.
1234 BRIDGETOWN PIKE SUITE 210
FEASTERVILLE PA    19053
Country: United States

Business Phone: 215 856 9290
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: PA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 17,269,200
Total Number of Clients: 275
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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