Roundangle Advisors LLC
Roundangle Advisors LLC (CRD# 282178) is a financial advisory firm headquartered in New York, NY. They manage $86,400,000 in 546 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management86MILLION
Total Number of Accounts546ACCOUNTS
Average Account Value$158,242
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NH, NJ, NY, OH, PA
Jonathan Bernstein (CRD# 4445025) is an Investment Advisor Representative working at Roundangle Advisors LLC in Oakhurst, NJ and has over 16 years of experience in the finance industry.
David Wax (CRD# 6656065) is an Investment Advisor Representative working at Roundangle Advisors LLC in Valley Stream, NY and has 1 year of experience in the finance industry.