What departments does Roundview Capital, LLC have?

Roundview Capital, LLC has employees across 2 departments including Legal, Operations.

What is the largest department at Roundview Capital, LLC?

The largest department at Roundview Capital, LLC is Legal with 1 employees.

Where are Roundview Capital, LLC employees located globally?

Roundview Capital, LLC has employees across 1 continents and 1 countries including United States Of America.

How has Roundview Capital, LLC's team size changed over time?

Roundview Capital, LLC's team has decreased from approximately 14 to 10 employees based on available data.

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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.

Roundview Capital, LLC Global Highlights

North America
24

United States Of America
24

Roundview Capital, LLC's Leadership

C. K.
General Counsel & Director Of Estate Planning Services
Mobile Phone
Email
J. P.
Operations Director
Mobile Phone
Email
L. F.
Summer Analyst
Mobile Phone
Email

Roundview Capital, LLC Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Roundview Capital, LLC

Name

Title

Contact Info

Location

Last Update

C. K.
General Counsel & Director Of Estate Planning Services
Mobile Phone
Email
Jul 01, 2026
J. P.
Operations Director
Mobile Phone
Email
Aug 02, 2024
L. F.
Summer Analyst
Mobile Phone
Email
Oct 21, 2024

Frequently Asked Questions

What is Roundview Capital, LLC known for?

Roundview Capital, LLC was founded in 2008 operates in the Investment Management industry; you can contact the 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?

Roundview Capital, LLC employees' email format typically follows the pattern of . 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?

Roundview Capital, LLC has approximately 11 employees as of August 2026. These team members are located across 1 continents, including North America.

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

As of August 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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Roundview Capital, LLC Employee Directory

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