1 ROUNDTABLE PARTNERS LLC

205 West 28th Street
2nd Floor
New York, New York 10001
Tel: (917)648-5689

About 1 ROUNDTABLE PARTNERS LLC

1 ROUNDTABLE PARTNERS LLC, formally registered with the SEC as 1 ROUNDTABLE PARTNERS LLC. The firm was established in 04/12/2024. They have over 2 offices throughout the country.

1 ROUNDTABLE PARTNERS LLC is a New York, New York based Financial Planning firm with nearly $28,516,380 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326720
SEC#	801-129893
Assets Managed by Firm	$28,516,380
No. of Clients	2
No. of Advisors	16

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$28,516,380

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