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COSTELLO ASSET MANAGEMENT, INC.

FEASTERVILLE, PA · CRD 123249 · IAPD ↗ · costelloassetmanagement.com · 215 856 9290

$388.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
January 2026 — COSTELLO ASSET MANAGEMENT, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2025 — COSTELLO ASSET MANAGEMENT, INC. notice-filed in NY, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — COSTELLO ASSET MANAGEMENT, INC. reported RAUM up 63% ($212.9M -> $347.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.