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Roundview Capital, LLC Employee Directory

Investment ManagementNew Jersey, United States11-50 Employees

Roundview Capital, LLC is an independent, fee-based investment management and advisory firm serving high net worth families and institutions. Based in Princeton, New Jersey, the firm focuses on managing assets and providing guidance to its clients within the investment management space. With a client base that includes affluent individuals and institutional stakeholders, Roundview Capital engages in discretionary and advisory activities aimed at preserving and growing wealth through diversified investment strategies. The company operates in a professional services context, emphasizing fiduciary standards and personalized asset allocation for its clients.

Find Roundview Capital, LLC employees' phone numbers or email addresses

Roundview Capital, LLC Global Highlights

Location
Employees

North America
23

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  • United States Of America
    23

Roundview Capital, LLC's Leadership

  • General Counsel & Director Of Estate Planning Services at Roundview Capital, LLC
    C. K.
    General Counsel & Director Of Estate Planning Services
    Mobile Phone
  • Operations Director at Roundview Capital, LLC
    J. P.
    Operations Director
    Mobile Phone
  • Summer Analyst at Roundview Capital, LLC
    L. F.
    Summer Analyst
    Mobile Phone

Roundview Capital, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from Roundview Capital, LLC

Name
Title
Contact
Location
Last Update
  • General Counsel & Director Of Estate Planning Services at Roundview Capital, LLC
    C. K.
    General Counsel & Director Of Estate Planning Services
    Mobile Phone
    Jul 01, 2026
  • Operations Director at Roundview Capital, LLC
    J. P.
    Operations Director
    Mobile Phone
    Aug 02, 2024
  • Summer Analyst at Roundview Capital, LLC
    L. F.
    Summer Analyst
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Roundview Capital, LLC known for?

Minus sign iconPlus sign iconRoundview Capital, LLC was founded in 2008 and operates in the Investment Management industry. You can contact Roundview Capital, LLC's main corporate office by phone at
+1-609-688-****
. Explore Roundview Capital, LLC's company overview page for more information.

What is Roundview Capital, LLC's most common email format?

Minus sign iconPlus sign iconRoundview Capital, LLC employees' email format typically follows the pattern of First@roundviewcapital.com. Trying to find reliable and up-to-date employee contact data? Find more Roundview Capital, LLC email formats with LeadIQ.

How many employees does Roundview Capital, LLC have currently?

Minus sign iconPlus sign iconRoundview Capital, LLC has approximately 11 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Roundview Capital, LLC's key employees and leadership?

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As of September 2026, Roundview Capital, LLC's key employees include:

  • General Counsel & Director Of Estate Planning Services: C. K.
  • Operations Director: J. P.
  • Summer Analyst: L. F.

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