Round Hill Wealth Management

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

280 Shuman Blvd Ste 140, Naperville, Ill...

Phone Number

(630) 210-8209

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Round Hill Wealth Management

Round Hill Wealth Management offers tailored financial planning, investment management, retirement strategies, and risk management services. They focus on providing a personalized client experience, prioritizing individual client psychology over theoretical approaches. Their mission is to deliver practical financial advice that addresses real-world challenges. The firm aims to build trusted relationships with clients while ensuring their financial needs are met effectively.Explore more
Round Hill Wealth Management's Social MediaPopular SearchesRound Hill Wealth ManagementRound Hill Wealth Management LtdDouglas BrymerSIC Code 62,628NAICS Code 52,523Show more

Round Hill Wealth Management Org Chart

PhoneEmail
DB
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President & Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Round Hill Wealth Managem...

<$5M
1-10
Private
-
2013
DB
Douglas BrymerPresident & Wealth Advisor
$10.3M
11-50
Private
<$5M
1992
KC
Kelly ColemanLpl Financial Advisor
$6.2M
11-50
Private
-
2012
N/A
<$5M
1-10
Private
-
-
KK
Kenneth KowallWealth Advisor
<$5M
1-10
Private
-
2005
KS
Kelsey SwigartManager, Branch Operations
<$5M
1-10
Private
-
1998
Paul Leuba, Chief Technology Officer at Hergenroeder Financial Advisors
Paul LeubaChief Technology Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Round Hill Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Round Hill Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Round Hill Wealth Management.

Round Hill Wealth Management Tech Stack

A closer look at the technologies used by Round Hill Wealth Management

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Frequently Asked Questions Regarding Round Hill Wealth Management

What is Round Hill Wealth Management's official website?
Round Hill Wealth Management's official website is www.roundhillwealth.com
What is Round Hill Wealth Management's Revenue?
Round Hill Wealth Management's revenue is <$5 Million
What is Round Hill Wealth Management's SIC code?
Round Hill Wealth Management's SIC: 62,628
What is Round Hill Wealth Management's NAICS code?
Round Hill Wealth Management's NAICS: 52,523
How many employees does Round Hill Wealth Management have?
Round Hill Wealth Management has 1-10 employees
What industry does Round Hill Wealth Management belong to?
Round Hill Wealth Management is in the industry of: Finance, Securities Trading
What is Round Hill Wealth Management competition?
Round Hill Wealth Management top competitors include: Point Comfort Wealth Management, Wealth Advocate Group, Hergenroeder Financial Advisors, Hurst Wealth Management
What technology does Round Hill Wealth Management use?
Some of the popular technologies that Round Hill Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Proofpoint, Datadog
How do I contact Round Hill Wealth Management?
Round Hill Wealth Management contact info: Phone number: (630) 210-8209 Website: www.roundhillwealth.com
What does Round Hill Wealth Management do?

Round Hill Wealth Management offers tailored financial planning, investment management, retirement strategies, and risk management services. They focus on providing a personalized client experience, prioritizing individual client psychology over theoretical approaches. Their mission is to deliver practical financial advice that addresses real-world... challenges. The firm aims to build trusted relationships with clients while ensuring their financial needs are met effectively.Read More

What are Round Hill Wealth Management social media links?
Round Hill Wealth Management Linkedin page Round Hill Wealth Management Twitter page Round Hill Wealth Management Facebook page
Is Round Hill Wealth Management a public company?
Round Hill Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Round Hill Wealth Management

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