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Financial Advisor
New Jersey
Princeton
ROUNDVIEW CAPITAL, LLC

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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