Rounick Capital Management LLC

Rounick Capital Management LLC (CRD# 327385) is a financial advisory firm headquartered in Santa Monica, CA. They manage $14,752,729 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Wilshire Blvd, Suite 700, Santa Monica, CA 90401
https://www.rounickcapital.com/
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $1,639,192
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rounick Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason Rounick, financial advisor Venice CA
Jason G. Rounick
CRD#: 7778645
Venice, CA

Jason Rounick (CRD# 7778645) is an Investment Advisor Representative working at Rounick Capital Management LLC in Venice, CA 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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