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Building 2ROUNDSTONE ADVISORS, LLC

Map pinACTON, MA
Phone978-635-3700
NotebookSEC #801-64339
Total AUM
$405.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
289 GREAT ROAD
SUITE 304
ACTON
MA 01720
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
978-635-3700

ReceiptFinancials

Total AUM
$405.1M
Accounts
1
Discretionary
$405.1M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF INCOME

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
MANJ

HandshakeAffiliates

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

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