ROUND HILL ASSET MANAGEMENT INC

180 S Lake Ave Ste 305
Pasadena, California 91101-4773
Tel: 626-431-2685

About ROUND HILL ASSET MANAGEMENT INC

ROUND HILL ASSET MANAGEMENT INC, formally registered with the SEC as ROUND HILL ASSET MANAGEMENT INC. The firm was established in 05/15/1986. They have over 1 offices throughout the country.

ROUND HILL ASSET MANAGEMENT INC is a Pasadena, California based Financial Planning firm with nearly $280,068,258 assets under management, offering retirement planning & investment advisory services to 220 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107069
SEC#	801-26950
Assets Managed by Firm	$280,068,258
No. of Clients	220
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	220	$280,068,258
Individuals (other than high net worth individuals)	138	$56,277,145
High net worth individuals	76	$159,415,173
Pension and profit sharing plans	5	$10,807,042

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