Roundview Capital, Llc, NJ — Investment Adviser | BuildTrust

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ROUNDVIEW CAPITAL, LLC

Investment AdvicePRINCETON, NJ

Assets Under Management

$1.9B

Total AUM

Donut chart: Discretionary 1.7B, Non-Discretionary 133.3M
Category	Value
Discretionary	1.7B
Non-Discretionary	133.3M

Adviser Information

Field	Value
CRD Number	148083
SEC Number	801-69519
Street Address	182 NASSAU STREET
Street Address 2	SUITE 201
Location	PRINCETON, NJ 08542-7000
Country	United States
Phone	609-688-9500
Fax	609-688-9300
Total Employees	13

Client Count by Type (537 Total)

Horizontal bar chart: High Net Worth Individual… 324, Individuals (other than H… 192, Charitable Organizations 12, Pension/Profit Sharing Pl… 6, Corporations/Businesses 3
Category	Value
High Net Worth Individual…	324
Individuals (other than H…	192
Charitable Organizations	12
Pension/Profit Sharing Pl…	6
Corporations/Businesses	3