Rooted in community and driven by experience, Round Rock Advisors takes a holistic approach to financial planning. Our integrated solutions allow us to provide comprehensive, ongoing planning and investment advisory services that meet the complex and distinct needs of each client while also supporting multi-generational wealth. Clients rely on Round Rock Advisors for a comprehensive, solutions-focused approach to financial planning, and to enable them to make informed decisions on how to preserve their assets and protect their income. Round Rock Advisors LLC (Round Rock) is a Registered Investment Advisor (“RIA”) located in the State of Connecticut. Round Rock provides investment advisory services and related services for clients nationally. Round Rock will maintain all applicable registration and licenses as required by the various states in which Round Rock conducts business, as applicable. Round Rock renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please visit our website for important disclosures.
View Top Employees from Round Rock Advisors LLCWebsite | https://roundrockadvisors.com |
Revenue | $7 million |
Employees | 14 (11 on RocketReach) |
Founded | 2017 |
Address | 187 Danbury Road Suite 201, Wilton, Connecticut 06897, US |
Phone | (203) 920-4774 |
Fax | (203) 594-7766 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The Round Rock Advisors LLC annual revenue was $7 million in 2024.
11 people are employed at Round Rock Advisors LLC.
Round Rock Advisors LLC is based in Wilton, Connecticut.
The NAICS codes for Round Rock Advisors LLC are [523, 5239, 52393, 52].
The SIC codes for Round Rock Advisors LLC are [62, 628].