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Michele Louise Suriano

CASTLE ROCK INVESTMENT COMPANY·CASTLE ROCK, Colorado
Unclaimed Profile
115 WILCOX STREET, CASTLE ROCK, CO 80104CRD# 4067251Firm CRD# 140299
01

About

Michele Louise Suriano is a registered financial advisor based in CASTLE ROCK, Colorado, affiliated with CASTLE ROCK INVESTMENT COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CASTLE ROCK INVESTMENT COMPANY
CASTLE ROCK INVESTMENT COMPANY
AUM
$72M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CASTLE ROCK INVESTMENT COMPANY →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4067251
Firm CRD# 140299
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michele Louise Suriano offer?
Michele Louise Suriano specializes in Financial Planning, Investment Management. Contact their office in CASTLE ROCK, Colorado for a consultation.
What are Michele Louise Suriano's credentials?
Michele Louise Suriano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michele Louise Suriano located?
Michele Louise Suriano is based in CASTLE ROCK, Colorado, working with CASTLE ROCK INVESTMENT COMPANY. Their office serves clients in the CASTLE ROCK metropolitan area and surrounding communities.
How does Michele Louise Suriano charge for services?
Michele Louise Suriano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE ROCK INVESTMENT COMPANY?
CASTLE ROCK INVESTMENT COMPANY has approximately 1 employees and manages $72M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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