Round Table Investment Strategies, LLC
Round Table Investment Strategies, LLC (CRD# 139492) is a financial advisory firm headquartered in Englewood, CO. They manage $13,715,987 in 123 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts123ACCOUNTS
Average Account Value$111,512
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, NE, TX, WI
James Ahlschwede (CRD# 4692277) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Englewood, CO and has over 13 years of experience in the finance industry. James Ahlschwede has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
James Hershberger (CRD# 6427632) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Lincoln, NE and has 1 year of experience in the finance industry.