Castle Rock Investment Company
Castle Rock Investment Company (CRD# 140299) is a financial advisory firm headquartered in Castle Rock, CO. They manage $80,118,065 in 9 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management80MILLION
Total Number of Accounts9ACCOUNTS
Average Account Value$8,902,007
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CO, ID, NE, TX
Michele Suriano (CRD# 4067251) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has over 17 years of experience in the finance industry.
Mackenzie Bekeza (CRD# 6666241) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has 1 year of experience in the finance industry.