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CASTLE ROCK FINANCIAL PLANNING, INC.
CRD 174507
2267 WATERS DRIVE, MENDOTA HEIGHTS, MN, 55120, United States
Phone
651-294-0013
Fax
651-389-9400
Registration
— (—)
Source
State registered
Total AUM
$49.3M
Discretionary AUM
$49.3M
Team
2 total employees; 1 advisory reps; 89 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $17.7M |
| High net worth individuals | 22 | $31.6M |
All web addresses on file
Official SEC filing: View on IAPD