Castle Rock Investment Company

Castle Rock Investment Company (CRD# 140299) is a financial advisory firm headquartered in Castle Rock, CO. They manage $105,039,327 in 15 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $7,002,622
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, NE, OR, TX

Financial Advisors at Castle Rock Investment Company
Showing 1 - 1 of 1 top financial advisors.
1
Michele L. Suriano
CRD#: 4067251
115 Wilcox Street, Suite 220, Castle Rock, CO 80104

Michele Suriano (CRD# 4067251) is an Investment Advisor Representative working at Castle Rock Investment Company in Castle Rock, CO and has over 20 years of experience in the finance industry.

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