Castle Rock Investment Company
Castle Rock Investment Company (CRD# 140299) is a financial advisory firm headquartered in Castle Rock, CO. They manage $73,370,449 in 14 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management73MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$5,240,746
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, IL, NE, TX
Financial Advisors at Castle Rock Investment Company
1
Michele Suriano (CRD# 4067251) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has over 24 years of experience in the finance industry.
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