ROUNDVIEW CAPITAL, LLC
Tel: 609-688-9500 182 Nassau Street Suite 201 Princeton, New Jersey 08542-7000
About 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
Firm CRD#:
148083
Firm SEC#:
801-69519
Assets Under Management:
$1,409,985,016
No. of Clients:
1603
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pesnsion consulting services
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