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Building 2ROUND HILL SECURITIES, INC.

Map pinALAMO, CA
Phone925-820-3980
NotebookSEC #801-45485
Total AUM
$81.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3191 DANVILLE BLVD.
ALAMO
CA 94507
USA
Operating Hours
7:00 A.M. - 3:00 P.M.
Monday - Friday
Phone
925-820-3980

ReceiptFinancials

Total AUM
$81.7M
Accounts
315
Discretionary
$31.5M
Accounts
81
Non-Discretionary
$50.2M
Accounts
234

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITATION FEES

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CAMNNCNVOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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