Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473565175
SEC advisor number
801-110593
FINRA CRD number
199513
AUM ?
$485.78 mm
(as of 9 Apr 24)
Accounts
1,604
(as of 9 Apr 24)
Employees
9
(9 investment advisory or research)
Address
Castle Rock Wealth Management
1777 BOTELHO DRIVE
SUITE 105
WALNUT CREEK
CA 94596
1777 BOTELHO DRIVE
SUITE 105
WALNUT CREEK
CA 94596
Phone
925-478-8800
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Oct 24
13F-HR
Quarterly holdings report by institutional manager
12 Jul 24
13F-HR
Quarterly holdings report by institutional manager
13 May 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22