Assets Under Management
$521.8M
Number of Clients
1,900
Number of Advisors
7
Average Client AUM
$275K
AUM per Advisor
$74.5M
Compensation
Fee-Only (AUM)
Castle Rock Wealth Management offers comprehensive portfolio management with financial planning, and standalone financial planning and consulting services. They also provide retirement plan consulting to employer plan sponsors. Investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option writing.
1777 Botelho Dr., Suite 105, Walnut Creek, CA, 94596