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Castle Rock Investment Company Employee Directory

Financial ServicesColorado, United States0-1 Employees

Castle Rock Investment Company is an independent, woman-owned registered investment adviser based in Castle Rock, Colorado. The firm focuses on workplace retirement plans, advising on structures such as 401(a), 401(k), 403(b), 457 plans, profit sharing, employee stock ownership plans, and defined benefit plans. It also offers a Pooled Employer Plan intended to provide a scalable, customizable retirement solution with outsourced administration, employer tax credits, and a range of investment options. Castle Rock emphasizes fiduciary responsibility under ERISA and maintains full fee disclosure to promote transparency and minimize conflicts of interest for plan sponsors and employees. The firm operates within the financial services industry, serving plan sponsors and their employees in the retirement plan market. It is based in Castle Rock, Colorado.

Find Castle Rock Investment Company employees' phone numbers or email addresses

Castle Rock Investment Company Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Castle Rock Investment Company's Leadership

  • Stylized image of a person
    T. O.
    Chief Operating Officer
    Mobile Phone

Castle Rock Investment Company Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Castle Rock Investment Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. O.
    Chief Operating Officer
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Castle Rock Investment Company known for?

Minus sign iconPlus sign iconCastle Rock Investment Company was founded in 2006 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-303-725-****
. Explore Castle Rock Investment Company's company overview page for more information.

What is Castle Rock Investment Company's most common email format?

Minus sign iconPlus sign iconCastle Rock Investment Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Castle Rock Investment Company email formats with LeadIQ.

How many employees does Castle Rock Investment Company have currently?

Minus sign iconPlus sign iconCastle Rock Investment Company has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Castle Rock Investment Company's key employees and leadership?

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As of July 2026, Castle Rock Investment Company's key employees include:

  • Chief Operating Officer: T. O.

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