Round Table Investment Management, LLC

Round Table Investment Management, LLC (CRD# 182514) is a financial advisory firm headquartered in Hanover, NH. They manage $43,595,349 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $2,075,969
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

NH

Financial Advisors at Round Table Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bryan F. McPherson
CRD#: 4654228
45 Lyme Road, Suite #308, Hanover, NH 03755
90
Wealthminder
score

Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in Hanover, NH and has over 3 years of experience in the finance industry.

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