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ROUNDANGLE ADVISORS LLC
1 Harding Road
Suite 206
Red Bank, New Jersey 07701
Tel: 732-889-3774
About ROUNDANGLE ADVISORS LLC
ROUNDANGLE ADVISORS LLC, formally registered with the SEC as ROUNDANGLE ADVISORS LLC. The firm was established in 04/06/2016. They have over 2 offices throughout the country.
ROUNDANGLE ADVISORS LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $176,507,139 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282178 |
| SEC# | 801-107449 |
| Assets Managed by Firm | $176,507,139 |
| No. of Clients | 387 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET MONITORING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 387 | $176,507,139 |
| Individuals (other than high net worth individuals) | 110 | $32,981,247 |
| High net worth individuals | 48 | $92,048,360 |
| Pension and profit sharing plans | 5 | $13,036,560 |
| Corporations or other businesses | 9 | $38,440,972 |
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