Roumell Asset Management, LLC

Roumell Asset Management, LLC (CRD# 114057) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $94,520,098 in 146 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $647,398
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.

DC, FL, LA, MD, NE, 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 11 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 11 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 31 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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