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Craig Dan Jensen

ROUND ROCK ADVISORS LLC·WILTON, Connecticut
Unclaimed Profile
187 DANBURY ROAD, WILTON, CT 06897CRD# 5766588Firm CRD# 286007
01

About

Craig Dan Jensen 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# 5766588
Firm CRD# 286007
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig Dan Jensen offer?
Craig Dan Jensen specializes in Financial Planning, Investment Management. Contact their office in WILTON, Connecticut for a consultation.
What are Craig Dan Jensen's credentials?
Craig Dan Jensen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Dan Jensen located?
Craig Dan Jensen 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 Craig Dan Jensen charge for services?
Craig Dan Jensen'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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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