Company profile
Website
Employees
Location
Fiscal year end
SEC CIK
IRS number
262457538
SEC advisor number
801-69519
FINRA CRD number
148083
AUM ?
$1.41 bn
(as of 22 Mar 24)
Accounts
1,603
(as of 22 Mar 24)
Employees
12
(5 investment advisory or research)
Address
Roundview Capital
182 NASSAU STREET SUITE 201
PRINCETON
NJ 08542
182 NASSAU STREET SUITE 201
PRINCETON
NJ 08542
Phone
609-688-9500
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 May 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22