Round Table Investment Strategies, LLC

Round Table Investment Strategies, LLC (CRD# 139492) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $62,247,849 in 303 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
P.o. Box 4272, Greenwood Village, CO 80155
https://www.linkedin.com/company/roundtableinvestmentstrategies
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $205,438
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
  • Other
Types of Clients
Registered States
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 - 3 of 3 top financial advisors.
1
James Ahlschwede, financial advisor Centennial CO
James P. Ahlschwede
CRD#: 4692277
Centennial, CO

James Ahlschwede (CRD# 4692277) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Centennial, CO and has over 20 years of experience in the finance industry.

2
James Hershberger, financial advisor Lincoln NE
James A. Hershberger
CRD#: 6427632
Lincoln, NE

James Hershberger (CRD# 6427632) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Lincoln, NE and has over 9 years of experience in the finance industry.

3
Nathan Dutzmann, financial advisor Centennial CO
Nathan R. Dutzmann
CRD#: 7008043
Centennial, CO

Nathan Dutzmann (CRD# 7008043) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Centennial, CO and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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