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Castle Rock Investment Company
Castle Rock Investment Company was established in 2006 as a U.S.-based wealth manager and registered investment advisor. The firm delivers advisory services...
Overview
Castle Rock Investment Company was established in 2006 as a U.S.-based wealth manager and registered investment advisor. The firm delivers advisory services that include financial planning, tax planning, and risk management to corporate, governmental, and individual clients. No portfolio holdings, co-investors, or additional offices are disclosed in available records. No operational events from the last 24 months are documented.
General information
Firm type
Wealth Manager
Year founded
2006
Location
Region
North America
Country
United States
City
Castle Rock
Corporate office
Castle Rock, United States
Frequently asked questions
Who runs investment decisions at Castle Rock Investment Company?
No named principals or investment committee members are identified in public sources.
What services does Castle Rock Investment Company provide?
The firm offers investment advisory, financial planning, tax planning, and risk management to U.S. corporate, governmental, and individual investors.
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