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ROUNDVIEW CAPITAL, LLC
Tel: 609-688-9500
182 Nassau Street Suite 201
Princeton, New Jersey 08542-7000
ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC is a Princeton, New Jersey based financial advisory firm with nearly $1,409,985,016 in assets under management and provides investment advisory services for 1603 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
148083
SEC#:
801-69519
No. of Clients:
1603
Assets under Management
$1,409,985,016
No. of Advisors:
12
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