Castle Rock Wealth Management is an investment advisor in Walnut Creek with $394.73 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
473565175
SEC advisor number
801-110593
FINRA CRD number
199513
AUM ?
$394.73 mm
(as of 14 Oct 22)
Accounts
1,692
(as of 14 Oct 22)
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
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
13F-HR
Quarterly holdings report by institutional manager
22 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
12 Aug 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
29 Jan 21
13F-HR
Quarterly holdings report by institutional manager
7 Dec 20