Castle Rock Financial Advisors, LLC

Castle Rock Financial Advisors, LLC (CRD# 150190) is a financial advisory firm headquartered in , . They manage $4,739,000 in 22 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $215,409
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Castle Rock Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John L. Rohl
CRD#: 2456860
Castle Rock, CO
83
Wealthminder
score

John Rohl (CRD# 2456860) is an Investment Advisor Representative working at Castle Rock Financial Advisors, LLC in Castle Rock, CO and has over 19 years of experience in the finance industry.

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