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).

By the Numbers
  • Total Assets Under Management
    80
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $8,902,007
Compensation Options
  • 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
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.

CO, ID, NE, TX

Financial Advisors at Castle Rock Investment Company
Showing 1 - 2 of 2 top financial advisors.
1
Michele L. Suriano
CRD#: 4067251
333 Perry Street, Suite 208, Castle Rock, CO 80104
93
Wealthminder
score

Michele Suriano (CRD# 4067251) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has over 16 years of experience in the finance industry.

2
Mackenzie K. Bekeza
CRD#: 6666241
333 Perry Street, Suite 208, Castle Rock, CO 80104
90
Wealthminder
score

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.

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