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CASTLE ROCK WEALTH MANAGEMENT, LLC

Tel: 925-478-8800
1777 Botelho Dr.
Suite 105
Walnut Creek, California  94596

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CASTLE ROCK WEALTH MANAGEMENT, LLC

CASTLE ROCK WEALTH MANAGEMENT, LLC is a Walnut Creek, California based financial advisory firm with nearly $485,778,980 in assets under management and provides investment advisory services for 1604 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM

Firm CRD#:

199513

SEC#:

801-110593

No. of Clients:

1604

Assets under Management

$485,778,980

No. of Advisors:

9

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