Roundview Capital

  • Investment Bank/Securities Brokerage
  • Princeton NJ
  • 14 employees
  • Investment Management
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Company Overview

Headquarters
182 Nassau St Ste 201, Princeton NJ
Website
roundviewcapital.com
Phone
(609) 688-9500
Employees
14
Founded in
2008
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 679 Companies
SIC Code 67 Companies
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Financials & Stats

Revenue

$2B

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Who is Roundview Capital

Roundview Capital is an independent investment management and advisory firm headquartered in Princeton, New Jersey. The firm employs 14 individuals and generates approximately $2 million in annual revenue. Roundview Capital provides investment management and advisory services to high net worth families and institutions. Their expertise spans various financial strategies tailored to meet the specific needs of their clientele. Roundview Capital distinguishes itself through its independent, fee-based structure, ensuring transparency and alignment of interests with its clients. Interested parties can learn more about Roundview Capital's services and investment philosophy by visiting their website at roundviewcapital.com.

Company Leadership

Howard Alter

Managing Partner

Phone Email

Roundview Capital Industry Tags

Investment Bank/Securities Brokerage
Management Investment
Open-ended
Investment Management
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Roundview Capital Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Roundview Capital's headquarters?
The headquarters of Roundview Capital are situated at 182 Nassau St Ste 201, Princeton NJ
What is Roundview Capital's phone number?
Roundview Capital's contact number is (609) 688-9500.
What is Roundview Capital's official website?
The official website of Roundview Capital can be found at roundviewcapital.com.
What is Roundview Capital's current revenue?
As of March 2015, Roundview Capital's annual revenue reached $2B.
How many employees does Roundview Capital currently have?
Roundview Capital employs approximately 14+ people as of March 2015
Which industries is Roundview Capital primarily operating in?
Roundview Capital operates in the following industries: Investment Management
Who is the Managing Partner of Roundview Capital?
Roundview Capital's Managing Partner is Howard Alter
What are Roundview Capital's industry tags?
Roundview Capital's industry tags include: Investment Bank/Securities Brokerage, Management Investment, Open-ended
When was Roundview Capital founded?
Roundview Capital was founded in 2008.

Employee Directory

Key Employees

Andrew Lieu

Partner

Phone Email

Kerri Martin

Director, Financial Analytics

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Adriana Marroquin-Soto

Operations Associate

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