Roumell Asset Management, LLC

Roumell Asset Management, LLC (CRD# 114057) is a financial advisory firm headquartered in Chevy Chase, MD. They manage $95,392,848 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2 Wisconsin Circle, Suite 700, Chevy Chase, MD 20815
http://www.roumellasset.com
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $1,563,817
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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Roumell Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Craig Lukin, financial advisor Chevy Chase MD
Craig L. Lukin
CRD#: 2033282
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815

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.

2
James Roumell, financial advisor Chevy Chase MD
James C. Roumell
CRD#: 1618752
2 Wisconsin Circle, Suite 660, Chevy Chase, MD 20815

James Roumell (CRD# 1618752) is an Investment Advisor Representative working at Roumell Asset Management, LLC in Chevy Chase, MD and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals