Round Table Investment Management, LLC

Round Table Investment Management, LLC (CRD# 182514) is a financial advisory firm headquartered in Hanover, NH. They manage $20,695,107 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,724,592
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 #310a, Hanover, NH 03755
89
Wealthminder
score

Bryan McPherson (CRD# 4654228) is an Investment Advisor Representative working at Round Table Investment Management, LLC in Hanover, NH and has over 2 years of experience in the finance industry.

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