ROUNDANGLE ADVISORS LLC
Total AUM
$215.5M
Employees
3Clients
170Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 HARDING ROAD
SUITE 206
RED BANK
NJ 07701
United States
SUITE 206
RED BANK
NJ 07701
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Monday - Friday
Phone
732-889-3774
Financials
Total AUM
$215.5M
Accounts
170Discretionary
$207.1M
Accounts
168Non-Discretionary
$8.4M
Accounts
2
Clients
Individual Clients
93AUM
$27.2M
HNW Individual Clients
64AUM
$133.1M
Pension/Profit Sharing Plan Clients
4AUM
$13.2M
Corporation or Business Clients
9AUM
$42.1M
Services
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
Compliance
Disclosures
None reported
State Registrations
FLNJNYPATX
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.