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 25 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 25 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 11 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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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.