Round Table Wealth Management
Finance · New Jersey, United States · 11-50 Employees
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Overview
Headquarters
241 North Ave W Ste 300, Westfield, New ...Phone Number
(908) 789-7310Website
www.roundtablewealth.comRevenue
$5 MillionIndustry
About Round Table Wealth Management
Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York City, NY, Westfield, NJ, Boca Raton, FL, and Bend, OR. Round Table provides clients with a Multi-Family Office service experience, with $1.1 billion in assets under management* and serves clients throughout the U.S. as well as internationally. Founded in 1999 by Steven Giacona, Round Table offers a wide range of holistic advisory services and investing solutions that are tailored to the specific needs and requests of each client. *As of December 31, 2019. Net assets under management of approximately $1.1 billion.Explore more
Round Table Wealth Management Org Chart
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Round Table Wealth Management is a leading independent, fee-only Registered Investment Advisor (RIA) with offices in New York City, NY, Westfield, NJ, Boca Raton, FL, and Bend, OR. Round Table provides clients with a Multi-Family Office service experience, with $1.1 billion in assets under management* and serves clients throughout the U.S. as well... Read More
