Roundview Capital, LLC
Roundview Capital, LLC

Roundview Capital, LLC Information

Contact top employees from Roundview Capital, LLC

Summary

Roundview Capital, LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Princeton, New Jersey, USA. The Roundview Capital, LLC annual revenue is estimated at < 1M. To connect with Roundview Capital, LLC employee register on SignalHire.

Organization Website

roundviewcapital.com

Phone Number

609.688.9500

Industries

Employees Size

10-50 employees

Specialties

Our approach to capital allocation is value-driven and utilizes multiple asset classes across a global platform., Family office services., Investment management., Tax, Legal., Concierge services., Financial planning.

SIC Code

6282

DMA Code

Delaware Valley

Founded

2008

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Length of Employment
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Employee tenure at Roundview Capital, LLC shows a diverse range of experience levels:
18% have been with the company for less than 1 year15% for 1–2 years18% for 3–4 years9% for 5–7 years18% for 8–10 years24% have over 11 years of service at Roundview Capital, LLC
Ex-employees positions
In Company
In New Company
Contact top employees from Roundview Capital, LLC
Kerri Martin
Director, Financial Analytics
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Matthew Wallack
Chief Investment Officer
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Jonathan Kelly
Equity Research Analyst Intern
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Christina Keddie
General Counsel & Director of Estate Planning Services
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Stephen Shueh
Managing Partner
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Sarah Kempson
Director, Concierge Services
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Adriana Marroquin
Director - Client Services
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FAQ

Roundview Capital, LLC operates in the Finance industries. More details can be found on the official website: roundviewcapital.com.
The headquarters of Roundview Capital, LLC are located in , United States.
You can contact Roundview Capital, LLC by phone at 609.688.9500.
Roundview Capital, LLC currently employs 10-50 people.
Roundview Capital, LLC's revenue is approximately < 1M.

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