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Home > Retirement Planners > new jersey > princeton > ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC
182 Nassau Street
Suite 201
Princeton, New Jersey 08542-7000
Tel: 609-688-9500
About ROUNDVIEW CAPITAL, LLC
ROUNDVIEW CAPITAL, LLC, formally registered with the SEC as ROUNDVIEW CAPITAL, LLC. The firm was established in 09/02/2008. They have over 1 offices throughout the country.
ROUNDVIEW CAPITAL, LLC is a Princeton, New Jersey based Financial Planning firm with nearly $1,409,985,016 assets under management, offering retirement planning & investment advisory services to 1603 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148083 |
| SEC# | 801-69519 |
| Assets Managed by Firm | $1,409,985,016 |
| No. of Clients | 1603 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1603 | $1,409,985,016 |
| Individuals (other than high net worth individuals) | 172 | $44,121,345 |
| High net worth individuals | 303 | $1,248,338,559 |
| Pension and profit sharing plans | 9 | $14,734,955 |
| Charitable organizations | 10 | $64,101,425 |
| Corporations or other businesses | 3 | $38,688,732 |
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