Roundview Capital, LLC

Roundview Capital, LLC (CRD# 148083) is a financial advisory firm headquartered in Princeton, NJ. They manage $1,409,985,016 in 1,603 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
182 Nassau Street, Suite 201, Princeton, NJ 08542
https://www.roundviewcapital.com
By the Numbers
  • Total Assets Under Management
    1,410
    MILLION
  • Total Number of Accounts
    1,603
    ACCOUNTS
  • Average Account Value
    $879,591
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, IL, MA, MD, ME, MO, NC, NJ, NY, OR, PA, TX, VA

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

Howard Alter (CRD# 2255826) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 31 years of experience in the finance industry.

2
Andrew Lieu, financial advisor Princeton NJ
Andrew S. Lieu
CRD#: 5189147
182 Nassau Street, Suite 201, Princeton, NJ 08542

Andrew Lieu (CRD# 5189147) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has over 17 years of experience in the finance industry.

3
Stephen Shueh, financial advisor Princeton NJ
Stephen K. Shueh
CRD#: 4332560
182 Nassau Street, Suite 201, Princeton, NJ 08542

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.

4
Matthew Wallack, financial advisor Princeton NJ
Matthew D. Wallack
CRD#: 5494023
182 Nassau Street, Suite 201, Princeton, NJ 08542

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
Nicholas Shelton, financial advisor Princeton NJ
Nicholas A. Shelton
CRD#: 7271820
182 Nassau Street, Suite 201, Princeton, NJ 08542

Nicholas Shelton (CRD# 7271820) is an Investment Advisor Representative working at Roundview Capital, LLC in Princeton, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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