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Castle Rock Financial Planning
CASTLE ROCK FINANCIAL PLANNING, INC. is a state-registered investment adviser in MENDOTA HEIGHTS, MN. The firm manages approximately $49 million in...
Overview
CASTLE ROCK FINANCIAL PLANNING, INC. is a state-registered investment adviser in MENDOTA HEIGHTS, MN. The firm manages approximately $49 million in regulatory assets. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Castle Rock Financial Planning?
The firm has not publicly named any principals, investment committee members, or advisors. No information is available from the firm's website, LinkedIn, or media coverage.
What investment stages does Castle Rock Financial Planning typically target?
The firm has not disclosed any investment strategy, stage preference, or asset class focus. No public records indicate engagement in direct deals, fund commitments, or alternative investments.
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