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Castle Rock Advisors LLC

Headquartered in BOSTON, MA

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Firm Information

Castle Rock Advisors LLC is a Boston, MA-based investment advisor with approximately $830,187,963 in regulatory assets under management. They primarily serve high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm offers financial planning, selection of other advisors, and portfolio management services for individuals and pooled investment vehicles.

Castle Rock Advisors LLC

200 CLARENDON STREET 35TH FL

BOSTON, MA 02116-5040

$830.19M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Cost reimbursement

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Disclosures

There are no public disclosures for Castle Rock Advisors LLC.

Frequently Asked Questions (6)

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