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).
Total Assets Under Management105MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$7,002,622
- 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, NE, OR, TX
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.