Castle Rock Financial Planning, Inc.
Castle Rock Financial Planning, Inc. (CRD# 174507) is a financial advisory firm headquartered in Mendota Heights, MN. They manage $20,400,000 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts102ACCOUNTS
Average Account Value$200,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops