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Building 2CASTLE ROCK INVESTMENT COMPANY

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Phone303-725-7086
NotebookSEC #801-80620
Total AUM
$70.2M
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 - 5:00
Monday - Friday
Phone
303-725-7086
Other Offices
1

ReceiptFinancials

Total AUM
$70.2M
Accounts
22
Discretionary
$9.2M
Accounts
15
Non-Discretionary
$61M
Accounts
7

ContactClients

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Individual Clients
1
AUM
$2.4M
Pension/Profit Sharing Plan Clients
7
AUM
$36.5M
Charitable Organization Clients
1
AUM
$5.3M
Government Entity Clients
1
AUM
$26M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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