Unclaimed Profile

Dixon Place Downey

ROUND ROCK ADVISORS LLC·NEW CANAAN, Connecticut

Clean recordROUND ROCK ADVISORS LLC

65 LOCUST AVENUE, NEW CANAAN, CT 06840CRD# 2817768Firm CRD# 286007

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dixon Place Downey · NEW CANAAN, CT

Registration

CRD #2817768 · ROUND ROCK ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Dixon Place Downey is a registered financial advisor based in NEW CANAAN, Connecticut, affiliated with ROUND ROCK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ROUND ROCK ADVISORS LLC

AUM

$673M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUND ROCK ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2817768

Firm CRD# 286007

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Dixon Place Downey offer?

Dixon Place Downey specializes in Financial Planning, Investment Management. Contact their office in NEW CANAAN, Connecticut for a consultation.

What are Dixon Place Downey's credentials?

Dixon Place Downey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dixon Place Downey located?

Dixon Place Downey is based in NEW CANAAN, Connecticut, working with ROUND ROCK ADVISORS LLC. Their office serves clients in the NEW CANAAN metropolitan area and surrounding communities.

How does Dixon Place Downey charge for services?

Dixon Place Downey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUND ROCK ADVISORS LLC?

ROUND ROCK ADVISORS LLC has approximately 19 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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