CASTLE ROCK ADVISORS LLC
Tel: 617-227-0050 200 Clarendon Street 35th Fl Boston, Massachusetts 02116-5040
About CASTLE ROCK ADVISORS LLC
CASTLE ROCK ADVISORS LLC is a Boston, Massachusetts based financial advisory firm with nearly $830,187,963 in assets under management and provides investment advisory services for 15 clients. There are currently 28 financial advisors at the firm.
General Information
Firm CRD#:
331429
Firm SEC#:
801-130907
Assets Under Management:
$830,187,963
No. of Clients:
15
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection for other advisors
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