ROUND ROCK ADVISORS LLC

187 Danbury Road
Suite 201
Wilton, Connecticut 06897
Tel: (203) 920-4774

About ROUND ROCK ADVISORS LLC

ROUND ROCK ADVISORS LLC, formally registered with the SEC as ROUND ROCK ADVISORS LLC. The firm was established in 01/23/2017. They have over 3 offices throughout the country.

ROUND ROCK ADVISORS LLC is a Wilton, Connecticut based Financial Planning firm with nearly $673,293,156 assets under management, offering retirement planning & investment advisory services to 1816 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286007
SEC#	801-108989
Assets Managed by Firm	$673,293,156
No. of Clients	1816
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1816	$673,293,156
Individuals (other than high net worth individuals)	452	$148,295,605
High net worth individuals	173	$489,967,420
Charitable organizations	Fewer than 5 clients	$2,371,177
Corporations or other businesses	Fewer than 5 clients	$32,658,954

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