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ROUND TABLE WEALTH MANAGEMENT
NEW YORK, NY
212-850-4260
SEC #801-60139Total AUM
$0
Employees
1Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
99 PARK AVENUE
16TH FLOOR
NEW YORK
NY 10016
United States
16TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Monday - Friday
Phone
212-850-4260
Financials
Total AUM
$0
Accounts
0Discretionary
$0
Accounts
0Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.