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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $111,512
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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.

CO, NE, TX, WI

Financial Advisors at Round Table Investment Strategies, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James P. Ahlschwede
CRD#: 4692277
Englewood, CO
96
Wealthminder
score

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.

2
James A. Hershberger
CRD#: 6427632
Lincoln, NE
88
Wealthminder
score

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.

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