About this location
ROUND TABLE WEALTH MANAGEMENT offers financial planning services, portfolio management for individuals and/or small businesses, portfolio management for pooled investment vehicles, selection of other advisers, publication of periodicals or newsletters, portfolio management for businesses and also performs business activities as .
Time in Business
No submission
Total Assets Under Management
$1,600,311,669
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
Hourly charges
A percentage of assets under management
Performance-based fees
Fixed fees
Advisors at This Location
Richard Freeman
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Robert Davis
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Steven Giacona
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Mariella Foley
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Marcia Paltenstein
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Anthony Rosetti
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Steven Saunders
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Bruce Hyde
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Marianne Rodriguez
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Frederic Behrens
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Theodore Schneider
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Eric Thompson
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Lauren Gooding
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Michael Fischer
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Christopher Turso
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Matthew Alschen
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Aimee Adler
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Justin Giacona
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