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Roundview Capital, Llc

EST. AUM
$2,126,359,440

CONTACTS
9

CLIENT ACCOUNTS
1,911

Firm Details

Metro area Princeton
CRD Number 148083
Website roundviewcapital.com
Client types

Overview

Roundview Capital, originally formed in 1992 as Alter Asset Management, was established by its founders, Howard Alter and Stephen Shueh, to provide discretionary Investment Management and Family CFO services for high net worth individuals and families. To accomplish this goal, their team of professionals created a platform designed to provide an exceptional level of service.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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