Roundview Capital, LLC

Roundview Capital, LLC (CRD# 148083) is a financial advisory firm headquartered in Princeton, NJ. They manage $461,342,760 in 1,117 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    461
    MILLION
  • Total Number of Accounts
    1,117
    ACCOUNTS
  • Average Account Value
    $413,019
Compensation Options
  • A percentage of assets under your management
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, CT, FL, GA, IL, MA, MD, ME, NJ, NY, PA, TX

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 26 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
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.

5
Stephen K. Shueh
CRD#: 4332560
182 Nassau Street, Suite 201, Princeton, NJ 08542
87
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.

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