RoundTable Associates

Finance · Texas, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

15851 Dallas Pkwy Ste 1230, Addison, Tex...

Phone Number

(915) 401-6030

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About RoundTable Associates

RoundTable Associates, an office of Northwestern Mutual in Addison, TX, specializes in creating custom wealth management plans to ensure lasting financial peace of mind. The team at RoundTable Associates collaborates with clients to provide tailored financial guidance and planning solutions, aiming to protect and grow their wealth while preparing them for the future. Emphasizing a collaborative approach and a holistic view of individual finances, RoundTable Associates strives to help clients live abundantly by incorporating all necessary professionals, such as accountants and attorneys, into their financial circle. Recognized for excellence, RoundTable Associates maintains a top ranking by Forbes, solidifying its commitment to exceptional service and client satisfaction.Explore more
RoundTable Associates's Social MediaPopular SearchesRoundTable Associatescjcruz.comChris Cruz CFP - Northwestern MutualChris Cruz Northwestern MutualChristopher CruzSIC Code 62,628NAICS Code 52,523Show more

RoundTable Associates Org Chart

PhoneEmail
RP
United States flag for contact location.

Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is RoundTable Associates your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to RoundTable Associates

Compare insights from companies similar to RoundTable Associates, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

RoundTable Associates

<$5M
11-50
Private
-
-
RP
Roland PollardFinancial Advisor
$6.1M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
RY
Ryan YoungChief Operations Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

RoundTable Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

RoundTable Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about RoundTable Associates.

RoundTable Associates Tech Stack

A closer look at the technologies used by RoundTable Associates

Top Finance Companies

Frequently Asked Questions Regarding RoundTable Associates

What is RoundTable Associates's official website?
RoundTable Associates's official website is www.cjcruz.com
What is RoundTable Associates's Revenue?
RoundTable Associates's revenue is <$5 Million
What is RoundTable Associates's SIC code?
RoundTable Associates's SIC: 62,628
What is RoundTable Associates's NAICS code?
RoundTable Associates's NAICS: 52,523
How many employees does RoundTable Associates have?
RoundTable Associates has 11-50 employees
What industry does RoundTable Associates belong to?
RoundTable Associates is in the industry of: Finance, Securities Trading
What is RoundTable Associates competition?
RoundTable Associates top competitors include: The Mayeu Financial Group, Moyer Timothy Associates, Sankaty Wealth Management, Jeffrey Crosley
What technology does RoundTable Associates use?
Some of the popular technologies that RoundTable Associates uses are: Amazon Route 53
How do I contact RoundTable Associates?
RoundTable Associates contact info: Phone number: (915) 401-6030 Website: www.cjcruz.com
What does RoundTable Associates do?

RoundTable Associates, an office of Northwestern Mutual in Addison, TX, specializes in creating custom wealth management plans to ensure lasting financial peace of mind. The team at RoundTable Associates collaborates with clients to provide tailored financial guidance and planning solutions, aiming to protect and grow their wealth while preparing t... hem for the future. Emphasizing a collaborative approach and a holistic view of individual finances, RoundTable Associates strives to help clients live abundantly by incorporating all necessary professionals, such as accountants and attorneys, into their financial circle. Recognized for excellence, RoundTable Associates maintains a top ranking by Forbes, solidifying its commitment to exceptional service and client satisfaction.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.