Roundangle Advisors LLC
Roundangle Advisors LLC (CRD# 282178) is a financial advisory firm headquartered in Red Bank, NJ. They manage $154,603,761 in 398 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management155MILLION
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Total Number of Accounts398ACCOUNTS
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Average Account Value$388,452
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
FL, NJ, NY, PA, TX
Jonathan Bernstein (CRD# 4445025) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 22 years of experience in the finance industry.
Deirdre Derosa (CRD# 6873139) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 6 years of experience in the finance industry.
Carlos Defreitas (CRD# 2287453) is an Investment Advisor Representative working at Roundangle Advisors LLC in Red Bank, NJ and has over 31 years of experience in the finance industry.