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Building 2ROUNDANGLE ADVISORS LLC

Map pinRED BANK, NJ
Phone732-889-3774
NotebookSEC #801-107449
Total AUM
$215.5M
Employees
3
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 HARDING ROAD
SUITE 206
RED BANK
NJ 07701
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
732-889-3774

ReceiptFinancials

Total AUM
$215.5M
Accounts
170
Discretionary
$207.1M
Accounts
168
Non-Discretionary
$8.4M
Accounts
2

ContactClients

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Individual Clients
93
AUM
$27.2M
HNW Individual Clients
64
AUM
$133.1M
Pension/Profit Sharing Plan Clients
4
AUM
$13.2M
Corporation or Business Clients
9
AUM
$42.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET MONITORING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.

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