Vault-13

Managers in Castle Rock, CO

United States · 13 asset managers within 25 km (4 in Castle Rock itself) · 24 wealth managers, banks and others

Castle RockDenverLittletonEnglewoodBroomfieldArvadaGoldenParkerLouisvilleErie
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Denver, CO 387 · Englewood, CO 65 · Littleton, CO 30 · Aurora, CO 6 · Lone Tree, CO 5 · Parker, CO 4 · Golden, CO 4 · Monument, CO 1 · Woodland Park, CO 1

Asset managers in and around Castle Rock

#Manager People here Assets Visa salary
1 CHARLES SCHWAB & CO., INC. Lone Tree CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC. 249
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC mutual funds, futures · Lone Tree $1.7tn 140 $1.7tn
3 Jackson Creek Investment Advisors LLC mutual funds · Castle Rock $349.0m about 4main office $349.0m
4 RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Parker CARILLON TOWER ADVISERS, INC. · 70 related pages $368.7bn 3 $368.7bn
5 AQI Lone Tree $107.9m about 3main office $107.9m
6 Centiva Capital, LP hedge funds, futures · Castle Rock $20.6bn 1 $20.6bn
7 P4G CAPITAL MANAGEMENT, LLC private equity · Castle Rock $419.0m 1 $419.0m
8 Donor Advised Charitable Giving, Inc. Lone Tree $4.5bn based here $4.5bn
9 Fidelis Wealth Advisors LLC Castle Rock $66.8m based here $66.8m
10 APEXIUM SECURITIES LTD private equity, futures · Parker office
11 ONE THOUSAND & ONE VOICES MANAGEMENT, LLC private equity · Parker office
12 SMOAK CAPITAL MANAGEMENT, LLC hedge funds · Parker office
13 TITLECARD CAPITAL GROUP, LLC private equity · Lone Tree office

13 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.