ROUNDTABLE HEALTHCARE MANAGEMENT, INC

272 East Deerpath Road, Suite 350
Lake Forest, Illinois 60045-5314
Tel: 847-739-3200

About ROUNDTABLE HEALTHCARE MANAGEMENT, INC

ROUNDTABLE HEALTHCARE MANAGEMENT, INC, formally registered with the SEC as ROUNDTABLE HEALTHCARE MANAGEMENT, INC. The firm was established in 03/01/2012. They have over 1 offices throughout the country.

ROUNDTABLE HEALTHCARE MANAGEMENT, INC is a Lake Forest, Illinois based Financial Planning firm with nearly $2,974,700,156 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161235
SEC#	801-73397
Assets Managed by Firm	$2,974,700,156
No. of Clients	12
No. of Advisors	29

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	12	$2,974,700,156

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