Castle Rock Wealth Management LLC
Nombre legal: CASTLE ROCK WEALTH MANAGEMENT, LLC
1777 BOTELHO DR., SUITE 105, WALNUT CREEK, CA
925-478-8800
http://www.crwmadvisors.com
Preguntas frecuentes (FAQ)
Detalles de contacto completos
Castle Rock Wealth Management LLC
1777 BOTELHO DR., SUITE 105, WALNUT CREEK, CA
925-478-8800
925-478-8805
Otra información
Castle Rock Wealth Management LLC, una Sociedad de Responsabilidad Limitada de California con 18 empleados, 10 de los cuales tienen roles de asesoramiento, atiende a 3 clientes. Su estado reciente de presentación ante la SEC se indica como 'Aprobado' con una fecha de registro del 9 de junio de 2017.
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Propietarios directos
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JAMES BLAIR LUIPPOLD
MANAGING MEMBER posee 75% o más
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JENNIFER ROSE LUIPPOLD
CHIEF COMPLIANCE OFFICER posee menos de 5%
Empresas ubicadas cerca
Noticias
- Castle Rock Wealth Management, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Castle Rock Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Castle Rock Wealth Management, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
- Castle Rock Wealth Management, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison
Top Holdings
Período de informe:
Jun 30, 2019
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Fecha de vigencia:
Aug 8, 2019
- Chevron Corp $6,326k
- Amazon.com Inc $3,915k
- Apple Inc $2,264k
- VISA INC COM CL A $2,154k
- Berkshire Hathaway, Inc. $2,036k
- STORE CAP CORP $1,823k
- MICROSOFT CORP $1,802k
- GASLOG PARTNERS LP $1,741k
- GOLDMAN SACHS ETF TR ACCESS $1,625k
- JANUS DETROIT STR TR $1,489k