CASTLE ROCK INVESTMENT COMPANY

CASTLE ROCK, Colorado·1 registered advisor·CRD# 140299
SEC# 801-806200303-725-7086
01

Firm Overview

AUM
$72M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CASTLE ROCK INVESTMENT COMPANY

1 registered advisor
Michele Louise Suriano
CASTLE ROCK, Colorado
05

Office Locations

CASTLE ROCK, Colorado
1 advisor

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Data sourced from SEC Form ADV filings. CASTLE ROCK INVESTMENT COMPANY (CRD# 140299) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.