Investment adviser · CRD 169404
CASTLEROCK WEALTH ADVISORS, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Nov 18, 2013
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 18, 2013. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
101 PARK AVENUE, 23RD FLOORNEW YORK, NY, 10178, United States
CRD 169404
Filing source
Form ADV 767221 · Nov 18, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.