Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > stafford > ROUND ROCK ADVISORS LLC
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 |
More Retirement Planning firms in Wilton, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Wilton, Connecticut