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Bert Thomas Bowler

ROUND ROCK ADVISORS LLC·WILTON, Connecticut
Unclaimed Profile
187 DANBURY ROAD, WILTON, CT 06897CRD# 2485212Firm CRD# 286007
01

About

Bert Thomas Bowler is a registered financial advisor based in WILTON, Connecticut, affiliated with ROUND ROCK ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ROUND ROCK ADVISORS LLC
ROUND ROCK ADVISORS LLC
AUM
$673M
Regulatory assets under management
Employees
19
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2485212
Firm CRD# 286007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bert Thomas Bowler offer?
Bert Thomas Bowler specializes in Financial Planning, Investment Management. Contact their office in WILTON, Connecticut for a consultation.
What are Bert Thomas Bowler's credentials?
Bert Thomas Bowler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bert Thomas Bowler located?
Bert Thomas Bowler is based in WILTON, Connecticut, working with ROUND ROCK ADVISORS LLC. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Bert Thomas Bowler charge for services?
Bert Thomas Bowler'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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Jeffrey Mitchell Shaw — ARMSTRONG SHAW ASSOCIATES INC.Craig Dan Jensen — ROUND ROCK ADVISORS LLCBruce Douglas Martin — STILL LAKE CAPITAL, LLCKeith Morgan Schappert — COMMONFUND CAPITAL, INC.Monica Carol Grady — ARMSTRONG SHAW ASSOCIATES INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
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Research
Advisor Fees in ConnecticutNational Fee Analysis
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