ROUNDVIEW CAPITAL
Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth.
ROUNDVIEW CAPITAL
Social Links:
Industry:
Asset Management Finance Financial Services
Founded:
2008-01-01
Address:
Princeton, New Jersey, United States
Country:
United States
Website Url:
http://www.roundviewcapital.com
Total Employee:
1+
Status:
Active
Contact:
609.688.9500
Email Addresses:
[email protected]
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Current Employees Featured
Founder
Official Site Inspections
http://www.roundviewcapital.com
- Host name: cloudproxy10106.sucuri.net
- IP address: 192.124.249.106
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Roundview Capital"
Roundview Capital
Roundview Capital is an SEC-registered investment advisor located in Princeton, New Jersey. When the number of our clients in a state meets that state's registration requirements, …See details»
Our Team - Roundview Capital
As disclosed on its Form ADV, Roundview maintains an affiliated private investment fund, Roundview Capital Partners Series Fund, LLC (the “Fund”).See details»
Our Story - Roundview Capital
Roundview Capital utilizes a value-oriented, fundamental research approach to analyzing investment opportunities. We rigorously analyze the entire capital structure of individual …See details»
Roundview Capital, LLC | LinkedIn
Roundview Capital is an independent, fee-based investment management and advisory firm for high net worth families and institutions located in Princeton, New Jersey.See details»
Roundview Capital - Crunchbase Company Profile
Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth. There is no recent news or activity for this profile. Where is Roundview Capital's headquarters? …See details»
Roundview Capital LLC - Company Profile and News
The Company offers financial planning, accounting, portfolio management, and investment advisory services to individuals, trusts, estates, charitable organizations, and other business …See details»
Org Chart Roundview Capital - The Official Board
Organizational Chart of Roundview Capital. Roundview Capital roundviewcapital.com. has 10 executives +1 609 688 9500See details»
Roundview Capital Review 2024 - investor.com
Oct 16, 2024 · Roundview Capital, registered in 2008, serves 17 state (s) with a licensed staff of 5 advisors. Roundview Capital manages $1.4 billion and provides investment advisory services …See details»
Projects | Roundview Capital
Stephen K. Shueh is a founder and Managing Partner of Roundview Capital. Over the last 25+ years, Steve has helped transform the firm into a multi-family office with professionals who …See details»
Roundview Capital, LLC (Princeton) | Adviser Rankings - wallmine
Roundview Capital, LLC is a large advisory firm based in Princeton. It manages $593.14 million of regulatory assets for 1,342 client accounts. It has been registered with the SEC as an adviser …See details»
Roundview Capital, LLC Company Profile - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for Roundview Capital, LLC of Princeton, NJ. Get the latest business insights from Dun & Bradstreet.See details»
Roundview Capital - Contacts, Employees, Board Members
Roundview Capital is a fee-based investment management and consulting company for families and institutions with high net worth.See details»
Roundview Capital - Overview, News & Similar companies
View Roundview Capital (www.roundviewcapital.com) location in New Jersey, United States , revenue, industry and description. Find related and similar companies as well as employees …See details»
Andrew Lieu, CFP® - Partner - Roundview Capital, LLC - LinkedIn
Partner at Roundview Capital, LLC · Experience: Roundview Capital, LLC · Education: New York University - Leonard N. Stern School of Business · Location: Princeton · 500+ connections on...See details»
Matthew D. Wallack Chief Investment Officer | Roundview Capital
Matthew D. Wallack is the Chief Investment Officer of Roundview Capital. He oversees and coordinates investment research at the firm in addition to managing client portfolios. Matthew …See details»
Matthew Wallack - Chief Investment Officer - LinkedIn
Chief Investment Officer at Roundview Capital, LLC · Experience: Roundview Capital, LLC · Location: Princeton · 56 connections on LinkedIn. View Matthew Wallack’s profile on LinkedIn, …See details»
Roundview Capital LLC - AUM 13F
Track the AUM, funds, and holdings for Roundview Capital LLC over time. View the latest funds and 13F holdings. Compare against similar firms.See details»
Roundview Capital: Read reviews and ask questions | Handshake
751 Broad Street, Newark, New Jersey 07104, United States • Investment / Portfolio ManagementSee details»
Mission - Roundview Capital
Our goal at Roundview Capital is to help provide your family with the peace of mind that comes from knowing that all of your financial affairs are well attended. In business, the Chief Financial …See details»
Andrew S. LieuPartner - Roundview Capital
Andrew S. Lieu is a Partner of Roundview Capital and a CERTIFIED FINANCIAL PLANNER™ professional. In addition to working with clients on investment management and financial …See details»