Castle Rock Investment Company
Financial Services • 
Castle Rock, Colorado, United States • 1-10 Employees
Company overview
| Headquarters | 115 Wilcox Street, Suite 220, Castle Rock, CO 80104, US |
| Phone number | +18003563009 |
| Websites | |
| NAICS | 52 |
| Keywords | Vendor Search, Cost Analysis And Fee Benchmarking, Independent Fiduciary Services, Investment Selection And Monitoring, Participant Education, Plan Design Consulting, Pooled Employer Plan |
| Founded | 2006 |
| Employees | 1-10 |
| Socials |
Key Contact at Castle Rock Investment Company
Michele Suriano
President and Owner
Castle Rock Investment Company Email Formats
Castle Rock Investment Company uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@castlerockinvesting.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@castlerockinvesting.com | 100% |
About Castle Rock Investment Company
Castle Rock Investment Company ("Castle Rock") is an independent woman-owned registered investment adviser located in Castle Rock, Colorado. We specialize in advising workplace retirement plans, including 401(a), 401(k), 403(b), 457, profit sharing, employee stock ownership, and defined benefit plans. To further support businesses, the firm offers a Pooled Employer Plan (PEP), providing a scalable and customizable retirement solution with benefits such as outsourced administration, employer tax credits, and competitive investment options. Castle Rock is committed to the success of plan sponsors and to their employees and is contractually obligated in writing as a fiduciary to each client as defined in ERISA. In addition to a prudent process, price transparency is crucial to the success of a retirement plan. Castle Rock provides full fee disclosure to every client to ensure they know exactly how much they are paying and reaffirm they are receiving the highest quality advice without any conflicts of interest.
Castle Rock Investment Company revenue & valuation
| Annual revenue | $12,500,000 |
| Revenue per employee | $12,407,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $39,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Castle Rock Investment Company has never raised funding before.
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