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Building 2ROUND HILL ASSET MANAGEMENT INC

Map pinPASADENA, CA
Phone626-431-2685
NotebookSEC #801-26950
Total AUM
$271.3M
Employees
6
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
180 S LAKE AVE STE 305
PASADENA
CA 91101-4773
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
626-431-2685

ReceiptFinancials

Total AUM
$271.3M
Accounts
186
Discretionary
$271.3M
Accounts
186
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$45.9M
HNW Individual Clients
71
AUM
$161.3M
Pooled Vehicle Clients
1
AUM
$50.7M
Pension/Profit Sharing Plan Clients
5
AUM
$13.4M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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