Overview
Assets Under Management: $216 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 64
Average Client Assets: $2.1 million
Frequently Asked Questions
ROUNDANGLE ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282178), ROUNDANGLE ADVISORS LLC is subject to fiduciary duty under federal law.
ROUNDANGLE ADVISORS LLC is headquartered in RED BANK, NJ.
ROUNDANGLE ADVISORS LLC serves 64 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, ROUNDANGLE ADVISORS LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ROUNDANGLE ADVISORS LLC manages $216 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, ROUNDANGLE ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.73%
Average Client Assets: $2.1 million
Total Client Accounts: 170
Discretionary Accounts: 168
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 282178
Filing ID: 2066563
Last Filing Date: 2026-03-18 13:46:12