ROUNDANGLE ADVISORS LLC - Financial Advisor in New Jersey, Red Bank

Tel: 732-889-3774 1 Harding Road Suite 206 Red Bank, New Jersey 07701

About ROUNDANGLE ADVISORS LLC

ROUNDANGLE ADVISORS LLC is a Red Bank, New Jersey based financial advisory firm with nearly $176,507,139 in assets under management and provides investment advisory services for 387 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

282178

Firm SEC#:

801-107449

Assets Under Management:

$176,507,139

No. of Clients:

387

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET MONITORING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)

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