Roumell Asset Management, LLC

Roumell Asset Management, LLC (CRD# 114057) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $98,377,187 in 190 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    98
    MILLION
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $517,775
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, DC, FL, LA, MD, NE, NH, TX, VA

Financial Advisors at Roumell Asset Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Michal Greenberg
CRD#: 5130617
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815
93
Wealthminder
score

Michal Greenberg (CRD# 5130617) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has over 10 years of experience in the finance industry.

2
Benzion Kahana
CRD#: 5144475
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815
93
Wealthminder
score

Benzion Kahana (CRD# 5144475) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has over 10 years of experience in the finance industry.

3
James C. Roumell
CRD#: 1618752
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815
93
Wealthminder
score

James Roumell (CRD# 1618752) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has over 29 years of experience in the finance industry.

4
Craig L. Lukin
CRD#: 2033282
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815
90
Wealthminder
score

Craig Lukin (CRD# 2033282) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has 1 year of experience in the finance industry.

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