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Building 2ROUND ROCK ADVISORS LLC

Map pinWILTON, CT
Phone(203) 920-4774
NotebookSEC #801-108989
Total AUM
$906.7M
Employees
22
Clients
648

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
187 DANBURY ROAD
SUITE 201
WILTON
CT 06897
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(203) 920-4774
Other Offices
1

ReceiptFinancials

Total AUM
$906.7M
Accounts
1,935
Discretionary
$906.7M
Accounts
1,935
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
420
AUM
$133.8M
HNW Individual Clients
202
AUM
$595.4M
Pooled Vehicle Clients
1
AUM
$72.1M
Pension/Profit Sharing Plan Clients
1
AUM
$22.6M
Charitable Organization Clients
5
AUM
$5.9M
Corporation or Business Clients
8
AUM
$22.1M
Other Clients
11
AUM
$54.8M
Description of Other Clients
TRUST ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILLAMAMDNCNHNJNYPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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