Round Table Investment Management, LLC
Round Table Investment Management, LLC (CRD# 182514) is a financial advisory firm headquartered in West Lebanon, NH. They manage $48,072,470 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Round Table Investment Management, LLC
By the Numbers
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Total Assets Under Management48MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$2,003,020
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NH
Financial Advisors at Round Table Investment Management, LLC
1
Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in West Lebanon, NH and has over 9 years of experience in the finance industry.
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