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Castle Rock Capital LLC

Company Details

Name: Castle Rock Capital LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 02 Jan 2023 (2 years ago)
Identification Number: 001750420
ZIP code: 02893
County: Kent County
Purpose: INVESTMENT ADVISORY SERVICES & FINANCIAL PLANNING FOR PRIMARILY RETAIL CLIENTS.
Principal Address: Google Maps Logo 1350 DIVISION RD STE 200, WEST WARWICK, RI, 02893, USA

Industry & Business Activity

NAICS

523930 Investment Advice

This industry comprises establishments primarily engaged in providing customized investment advice to clients on a fee basis, but do not have the authority to execute trades. Primary activities performed by establishments in this industry are providing financial planning advice and investment counseling to meet the goals and needs of specific clients. Learn more at the U.S. Census Bureau

Agent

Name Role Address
SEAN MARCHETTI Agent 1350 DIVISION RD STE 200, WEST WARWICK, RI, 02893, USA

Filings

Number Name File Date
202457859060 Annual Report 2024-07-11
202456822010 Revocation Notice For Failure to File An Annual Report 2024-06-18
202325592130 Articles of Organization 2023-01-02
202571879120 Annual Report 2025-04-29

Date of last update: 15 May 2025

Sources: Rhode Island Department of State