ROUND ROCK ADVISORS LLC

WILTON, Connecticut·3 registered advisors·CRD# 286007
SEC# 801-1089892(203) 920-4774
01

Firm Overview

AUM
$673M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROUND ROCK ADVISORS LLC

3 registered advisors
Bert Thomas Bowler
WILTON, Connecticut
Craig Dan Jensen
WILTON, Connecticut
Dixon Place Downey
NEW CANAAN, Connecticut
05

Office Locations

WILTON, Connecticut
2 advisors
NEW CANAAN, Connecticut
1 advisor

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Data sourced from SEC Form ADV filings. ROUND ROCK ADVISORS LLC (CRD# 286007) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.