Roundview Capital, LLC

Roundview Capital, LLC (CRD# 148083) is a financial advisory firm headquartered in Princeton, NJ. They manage $370,990,771 in 1,030 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    371
    MILLION
  • Total Number of Accounts
    1,030
    ACCOUNTS
  • Average Account Value
    $360,185
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

CA, CO, FL, GA, IL, MA, MD, NJ, NY, PA, VA

Financial Advisors at Roundview Capital, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Howard T. Alter
CRD#: 2255826
182 Nassau Street, Suite 201, Princeton, NJ 08542
93
Wealthminder
score

Howard Alter (CRD# 2255826) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 24 years of experience in the finance industry.

2
George E. Andresen
CRD#: 1318141
182 Nassau Street, Suite 201, Princeton, NJ 08542
93
Wealthminder
score

George Andresen (CRD# 1318141) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 24 years of experience in the finance industry.

3
Andrew S. Lieu
CRD#: 5189147
182 Nassau Street, Suite 201, Princeton, NJ 08542
93
Wealthminder
score

Andrew Lieu (CRD# 5189147) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 10 years of experience in the finance industry.

4
Stephen K. Shueh
CRD#: 4332560
182 Nassau Street, Suite 201, Princeton, NJ 08542
90
Wealthminder
score

Stephen Shueh (CRD# 4332560) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has 1 year of experience in the finance industry. Stephen Shueh 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.

5
Matthew D. Wallack
CRD#: 5494023
182 Nassau Street, Suite 201, Princeton, NJ 08542
90
Wealthminder
score

Matthew Wallack (CRD# 5494023) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

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