Castle Rock Money Management LLC (Irving)

Castle Rock Money Management LLC is an adviser based in Irving. It manages $10.08 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2001.

Castle Rock Money Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Castle Rock Money Management: assets under management

The assets under management (AUM) of Castle Rock Money Management LLC is $10.08 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $10.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $112.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Castle Rock Money Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Castle Rock Money Management LLC

Herschel Warren Hires has been acting as President since 1 Feb 2000. Jeannette Tarris Hires joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Herschel Warren Hires	President	1 Feb 2000	75% - 100%	2899140
Jeannette Tarris Hires	Secretary	1 Apr 2002	50% - 75%	4544211

Based in Irving

The principal office where Castle Rock Money Management LLC performs its advisory services is located at 4334 Castle Rock Court, Irving, TX 75038, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.