ROUNDANGLE ADVISORS LLC

1 Harding Road
Suite 206
Red Bank, New Jersey 07701
Tel: 732-889-3774

About ROUNDANGLE ADVISORS LLC

ROUNDANGLE ADVISORS LLC, formally registered with the SEC as ROUNDANGLE ADVISORS LLC. The firm was established in 04/06/2016. They have over 2 offices throughout the country.

ROUNDANGLE ADVISORS LLC is a Red Bank, New Jersey based Financial Planning firm with nearly $176,507,139 assets under management, offering retirement planning & investment advisory services to 387 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282178
SEC#	801-107449
Assets Managed by Firm	$176,507,139
No. of Clients	387
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SUBSCRIPTION FEES FOR FINANCIAL PLANNING)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (ASSET MONITORING)

Firm Client Information

	No. of Clients	AUM
Firm Total	387	$176,507,139
Individuals (other than high net worth individuals)	110	$32,981,247
High net worth individuals	48	$92,048,360
Pension and profit sharing plans	5	$13,036,560
Corporations or other businesses	9	$38,440,972

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