Roundview Capital, LLC

CRD 148083 · Princeton, NJ · $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 148083
SEC number: 801-69519
Firm type: RIA
Assets under management: $2.1B as of May 19, 2026
Website: www.roundviewcapital.com ↗
Phone: 609-688-9500
Address: 182 Nassau Street, Princeton, NJ, 08542-7000

Advisors at this firm

5 in our index · page 1 of 1

Howard Todd AlterCRD 2255826 · Princeton, NJ

IA Registered
Andrew Shi-Yi LieuCRD 5189147 · Princeton, NJ

IA Registered
Stephen Kai-Jen ShuehCRD 4332560 · Princeton, NJ

IA Registered
Nicholas A SheltonCRD 7271820 · Princeton, NJ

IA Registered
Matthew Douglas WallackCRD 5494023 · Princeton, NJ

IA Registered

Source & corrections

Where this page comes from

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