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Building 2CASTLE ROCK ADVISORS LLC

Map pinBOSTON, MA
Phone617-227-0050
NotebookSEC #801-130907
Total AUM
$2.4B
Employees
33
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 CLARENDON STREET 35TH FL
BOSTON
MA 02116-5040
United States
Operating Hours
8:00 A.M. - 6:00 P.M. EASTERN
Monday - Friday
Phone
617-227-0050

ReceiptFinancials

Total AUM
$2.4B
Accounts
46
Discretionary
$348.6M
Accounts
6
Non-Discretionary
$2B
Accounts
40

ContactClients

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HNW Individual Clients
37
AUM
$2B
Pooled Vehicle Clients
6
AUM
$348.6M
Charitable Organization Clients
3
AUM
$77.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
COST REIMBURSEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
MA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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