SEC CRD #801-69519
Roundview Capital is an SEC-registered investment advisor and family office based in Princeton, New Jersey that provides fee-based wealth management, financial planning, and disciplined investment management services to high-net-worth families.
CHRISTINA S. KEDDIE
CHIEF COMPLIANCE OFFICER
📞 (609) 688-9500
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AUM
$2.1B
Location
PRINCETON, NJ
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